Advisor Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Advisor Group’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
2019 Q4	$1.37M	Buy	59,048 +12,087	+26%	+$278K	0.01%	1009
2019 Q3	$1.08M	Buy	46,961 +9,755	+26%	+$226K	0.01%	1097
2019 Q2	$869K	Sell	37,206 -2,471	-6%	-$57.9K	0.01%	1219
2019 Q1	$922K	Sell	39,677 -21,936	-36%	-$511K	0.01%	1143
2018 Q4	$1.38M	Buy	61,613 +12,654	+26%	+$298K	0.01%	785
2018 Q3	$1.19M	Sell	48,959 -764	-2%	-$18.4K	0.01%	878
2018 Q2	$1.19M	Buy	49,723 +48,911	+6,024%	+$1.18M	0.02%	774
2018 Q1	$19K	Buy	+812	New	+$19.5K	﹤0.01%	3711

Other funds holding HYZD

Envestnet Asset Management

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

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return