Wealth Enhancement Advisory Services
HYZD icon

Wealth Enhancement Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$448K Buy
19,825
+7,211
+57% +$163K ﹤0.01% 2792
2026
Q1 		$282K Sell
12,614
-54,371
-81% -$1.22M ﹤0.01% 2841
2025
Q4 		$1.51M Buy
66,985
+1,540
+2% +$34.6K ﹤0.01% 1687
2025
Q3 		$1.48M Buy
65,445
+321
+0.5% +$7.21K ﹤0.01% 1629
2025
Q2 		$1.46M Buy
65,124
+2,529
+4% +$55.6K ﹤0.01% 1520
2025
Q1 		$1.37M Sell
62,595
-88
-0.1% -$1.97K ﹤0.01% 1444
2024
Q4 		$1.39M Buy
62,683
+4,703
+8% +$105K ﹤0.01% 1366
2024
Q3 		$1.28M Buy
57,980
+44,825
+341% +$984K ﹤0.01% 1268
2024
Q2 		$288K Buy
+13,155
New +$289K ﹤0.01% 2010

Other funds holding HYZD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's HYZD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 57% in Q2 2026, buying an estimated $163K and bringing the position to 19,825 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Wealth Enhancement Advisory Services first reported a position in HYZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2025. 14 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,825 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $448K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,211 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $163K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2792 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.51M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.