UBS Group
HYZD icon

UBS Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

UBS Group’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.8M Buy
1,579,911
+62,478
+4% +$1.4M 0.01% 2007
2025
Q4 		$34.2M Buy
1,517,433
+131,931
+10% +$2.97M 0.01% 2030
2025
Q3 		$31.1M Sell
1,385,502
-5,868
-0.4% -$132K ﹤0.01% 2094
2025
Q2 		$31.1M Buy
1,391,370
+1,478
+0.1% +$32.5K 0.01% 1942
2025
Q1 		$30.4M Buy
1,389,892
+6,465
+0.5% +$145K 0.01% 1943
2024
Q4 		$30.8M Buy
1,383,427
+77,797
+6% +$1.74M 0.01% 1897
2024
Q3 		$28.9M Buy
1,305,630
+21,029
+2% +$462K 0.01% 1549
2024
Q2 		$28.1M Sell
1,284,601
-48
-0% -$1.05K 0.01% 1420
2024
Q1 		$28.3M Buy
1,284,649
+146,223
+13% +$3.19M 0.01% 1427
2023
Q4 		$24.6M Buy
1,138,426
+11,967
+1% +$255K 0.01% 1442
2023
Q3 		$23.8M Buy
1,126,459
+16,375
+1% +$347K 0.01% 1357
2023
Q2 		$23.3M Buy
1,110,084
+30,478
+3% +$629K 0.01% 1328
2023
Q1 		$22.4M Buy
1,079,606
+49,922
+5% +$1.04M 0.01% 1309
2022
Q4 		$21.3M Buy
1,029,684
+904,026
+719% +$18.8M 0.01% 1363
2022
Q3 		$2.53M Sell
125,658
-311
-0.2% -$6.43K ﹤0.01% 2954
2022
Q2 		$2.51M Sell
125,969
-109,581
-47% -$2.31M ﹤0.01% 2956
2022
Q1 		$5.16M Buy
235,550
+123,893
+111% +$2.7M ﹤0.01% 2507
2021
Q4 		$2.49M Buy
111,657
+77,445
+226% +$1.72M ﹤0.01% 3533
2021
Q3 		$761K Sell
34,212
-1,536
-4% -$34.1K ﹤0.01% 4408
2021
Q2 		$796K Buy
35,748
+2,900
+9% +$64.2K ﹤0.01% 4372
2021
Q1 		$727K Buy
32,848
+249
+0.8% +$5.48K ﹤0.01% 4557
2020
Q4 		$711K Sell
32,599
-41,193
-56% -$881K ﹤0.01% 4300
2020
Q3 		$1.53M Buy
73,792
+1,649
+2% +$34.4K ﹤0.01% 3309
2020
Q2 		$1.45M Sell
72,143
-26,870
-27% -$539K ﹤0.01% 3174
2020
Q1 		$1.85M Sell
99,013
-55,012
-36% -$1.2M ﹤0.01% 2833
2019
Q4 		$3.57M Buy
154,025
+6,655
+5% +$153K ﹤0.01% 2931
2019
Q3 		$3.39M Sell
147,370
-55,957
-28% -$1.3M ﹤0.01% 2763
2019
Q2 		$4.74M Buy
203,327
+47,675
+31% +$1.12M ﹤0.01% 2370
2019
Q1 		$3.62M Buy
155,652
+17,180
+12% +$400K ﹤0.01% 2472
2018
Q4 		$3.1M Buy
138,472
+110,996
+404% +$2.62M ﹤0.01% 2601
2018
Q3 		$665K Buy
27,476
+3,245
+13% +$78.2K ﹤0.01% 4194
2018
Q2 		$580K Buy
24,231
+10,502
+76% +$253K ﹤0.01% 4204
2018
Q1 		$328K Buy
13,729
+3,924
+40% +$94.5K ﹤0.01% 4478
2017
Q4 		$237K Buy
9,805
+1,075
+12% +$26K ﹤0.01% 4796
2017
Q3 		$211K Buy
8,730
+2,175
+33% +$52.3K ﹤0.01% 4806
2017
Q2 		$158K Buy
6,555
+3,210
+96% +$77.1K ﹤0.01% 4891
2017
Q1 		$80K Sell
3,345
-3,690
-52% -$88.5K ﹤0.01% 5203
2016
Q4 		$168K Buy
7,035
+260
+4% +$6.14K ﹤0.01% 4925
2016
Q3 		$160K Sell
6,775
-2,529
-27% -$58.5K ﹤0.01% 4696
2016
Q2 		$210K Buy
9,304
+1,858
+25% +$41.5K ﹤0.01% 4510
2016
Q1 		$161K Buy
7,446
+736
+11% +$15.7K ﹤0.01% 4644
2015
Q4 		$147K Sell
6,710
-51
-0.8% -$1.15K ﹤0.01% 4909
2015
Q3 		$152K Sell
6,761
-1,684
-20% -$39.3K ﹤0.01% 4859
2015
Q2 		$201K Buy
8,445
+7,630
+936% +$184K ﹤0.01% 4863
2015
Q1 		$20K Sell
815
-1,706
-68% -$40.6K ﹤0.01% 6985
2014
Q4 		$58K Buy
+2,521
New +$60.8K ﹤0.01% 6299

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

UBS Group's HYZD Position: Q1 2026 in Review

UBS Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 4.1% in Q1 2026, buying an estimated $1.4M and bringing the position to 1,579,911 shares worth $34.8M. The position accounts for 0.01% of the portfolio, ranked #2007.

UBS Group first reported a position in HYZD in Q4 2014 and has held it in 46 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • UBS Group held 1,579,911 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $34.8M as of Q1 2026.
  • UBS Group bought 62,478 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $1.4M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #2007 holding.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2014 and has held it in 46 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.