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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 $424B AUM 22.96% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Advisor Group's HYZD Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 26% in Q4 2019, buying an estimated $278K and bringing the position to 59,048 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1009.

Advisor Group first reported a position in HYZD in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2018. 64 funds tracked by Wall St. Rank hold HYZD as of Q4 2019.

  • Advisor Group held 59,048 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.37M as of Q4 2019.
  • Advisor Group bought 12,087 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2019, an estimated $278K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1009 holding.
  • Advisor Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and has held it in 8 quarters since.
  • Advisor Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.38M in Q4 2018.
  • 64 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2019.

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