Advisor Group’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

Advisor Group’s Portfolio HYND Stock Details HYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Sell	155 -91	-37%	-$1.69K	﹤0.01%	4937
2019 Q3	$5K	Sell	246 -157	-39%	-$2.94K	﹤0.01%	4712
2019 Q2	$8K	Sell	403 -5,022	-93%	-$99.4K	﹤0.01%	4517
2019 Q1	$108K	Buy	5,425 +7	+0.1%	+$141	﹤0.01%	2791
2018 Q4	$105K	Buy	5,418 +4	+0.1%	+$84	﹤0.01%	2619
2018 Q3	$116K	Buy	5,414 +5,255	+3,305%	+$112K	﹤0.01%	2648
2018 Q2	$3K	Hold	159	–	–	﹤0.01%	4618
2018 Q1	$3K	Hold	159	–	–	﹤0.01%	4649
2017 Q4	$3K	Hold	159	–	–	﹤0.01%	4647
2017 Q3	$3K	Sell	159 -690	-81%	-$14.2K	﹤0.01%	4506
2017 Q2	$18K	Buy	849 +458	+117%	+$9.53K	﹤0.01%	3582
2017 Q1	$8K	Hold	391	–	–	﹤0.01%	3944
2016 Q4	$8K	Hold	391	–	–	﹤0.01%	3752
2016 Q3	$8K	Hold	391	–	–	﹤0.01%	3727
2016 Q2	$7K	Buy	+391	New	+$7.45K	﹤0.01%	3674

Other funds holding HYND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's HYND Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) stake by 37% in Q4 2019, selling an estimated $1.69K and leaving 155 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4937.

Advisor Group first reported a position in HYND in Q2 2016 and has held it in 15 quarters since. The position peaked at $116K in Q3 2018. 13 funds tracked by Wall St. Rank hold HYND as of Q4 2019.

Advisor Group held 155 shares of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund worth $3K as of Q4 2019.
Advisor Group sold 91 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q4 2019, an estimated $1.69K.
WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4937 holding.
Advisor Group first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $116K in Q3 2018.
13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.