Valley National Advisers’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Valley National Advisers’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	-45	Closed	-$1K	–	921
2025 Q3	$1K	Buy	+45	New	+$1.01K	﹤0.01%	796
2022 Q3	–	Sell	-137	Closed	-$3K	–	950
2022 Q2	$3K	Buy	137 +2	+1%	+$42	﹤0.01%	720
2022 Q1	$3K	Buy	135 +1	+0.7%	+$22	﹤0.01%	752
2021 Q4	$3K	Buy	+134	New	+$2.97K	﹤0.01%	745

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

Valley National Advisers's HYZD Position: Q4 2025 in Review

Valley National Advisers sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2025, closing a stake of 45 shares — an estimated $1K sold.

Valley National Advisers first reported a position in HYZD in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 60 funds tracked by Wall St. Rank hold HYZD as of Q4 2025.

Valley National Advisers reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 45 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2025, an estimated $1K.
Valley National Advisers first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 4 quarters.
Valley National Advisers's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $3K in Q2 2022.
60 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.