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Wedbush Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-38,687
Closed -$866K – 1212
2025
Q2 		$866K Sell
38,687
-10,544
-21% -$232K 0.03% 457
2025
Q1 		$1.08M Sell
49,231
-731
-1% -$16.3K 0.04% 373
2024
Q4 		$1.11M Buy
+49,962
New +$1.12M 0.04% 357

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities's HYZD Position: Q3 2025 in Review

Wedbush Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2025, closing a stake of 38,687 shares — an estimated $866K sold.

Wedbush Securities first reported a position in HYZD in Q4 2024 and held it in 3 quarters. The position peaked at $1.11M in Q4 2024. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2025.

  • Wedbush Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Wedbush Securities sold 38,687 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2025, an estimated $866K.
  • Wedbush Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and held it in 3 quarters.
  • Wedbush Securities's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.11M in Q4 2024.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2025.

Based on Wedbush Securities's 13F filing for Q3 2025, filed 6 Nov 2025.