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20/20 Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

20/20 Capital Management’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
2020
Q4 		– Sell
-31,247
Closed -$649K – 168
2020
Q3 		$649K Sell
31,247
-1,870
-6% -$39K 0.24% 75
2020
Q2 		$694K Sell
33,117
-11,230
-25% -$225K 0.27% 70
2020
Q1 		$882K Buy
44,347
+144
+0.3% +$3.15K 0.4% 52
2019
Q4 		$1.03M Buy
+44,203
New +$1.02M 0.41% 51

Other funds holding HYZD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

20/20 Capital Management's HYZD Position: Q4 2020 in Review

20/20 Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2020, closing a stake of 31,247 shares — an estimated $649K sold.

20/20 Capital Management first reported a position in HYZD in Q4 2019 and held it in 4 quarters. The position peaked at $1.03M in Q4 2019. 39 funds tracked by Wall St. Rank hold HYZD as of Q4 2020.

  • 20/20 Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 31,247 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2020, an estimated $649K.
  • 20/20 Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and held it in 4 quarters.
  • 20/20 Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.03M in Q4 2019.
  • 39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.