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Acorn Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-815
Closed -$19K – 263
2018
Q2 		$19K Buy
+815
New +$19.6K 0.02% 400
2018
Q1 		– Sell
-815
Closed -$20K – 850
2017
Q4 		$20K Buy
+815
New +$19.7K 0.02% 380

Other funds holding HYZD

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Acorn Wealth Advisors's HYZD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2018, closing a stake of 815 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in HYZD in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 48 funds tracked by Wall St. Rank hold HYZD as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 815 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $20K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.