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

United Advisor 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
2025 Q4	–	Sell	-9,221	Closed	-$207K	–	496
2025 Q3	$207K	Sell	9,221 -7,040	-43%	-$158K	0.03%	439
2025 Q2	$364K	Sell	16,261 -1,198	-7%	-$26.4K	0.06%	280
2025 Q1	$382K	Sell	17,459 -4,744	-21%	-$106K	0.08%	233
2024 Q4	$494K	Buy	+22,203	New	+$496K	0.1%	198

Other funds holding HYZD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

United Advisor Group's HYZD Position: Q4 2025 in Review

United Advisor Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2025, closing a stake of 9,221 shares — an estimated $207K sold.

United Advisor Group first reported a position in HYZD in Q4 2024 and held it in 4 quarters. The position peaked at $494K in Q4 2024. 60 funds tracked by Wall St. Rank hold HYZD as of Q4 2025.

United Advisor Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 9,221 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2025, an estimated $207K.
United Advisor Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and held it in 4 quarters.
United Advisor Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $494K in Q4 2024.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.