Advisornet Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Advisornet Financial’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	-272	Closed	-$6K	–	1736
2020 Q3	$6K	Sell	272 -9,157	-97%	-$191K	﹤0.01%	1382
2020 Q2	$190K	Hold	9,429	–	–	0.02%	504
2020 Q1	$176K	Buy	9,429 +2,203	+30%	+$48.2K	0.02%	487
2019 Q4	$167K	Buy	7,226 +6,940	+2,427%	+$160K	0.01%	543
2019 Q3	$7K	Hold	286	–	–	﹤0.01%	1461
2019 Q2	$7K	Hold	286	–	–	﹤0.01%	1312
2019 Q1	$7K	Hold	286	–	–	﹤0.01%	1255
2018 Q4	$6K	Hold	286	–	–	﹤0.01%	1197
2018 Q3	$7K	Sell	286 -344	-55%	-$8.29K	﹤0.01%	1218
2018 Q2	$15K	Buy	+630	New	+$15.2K	﹤0.01%	1015

Other funds holding HYZD

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Advisornet Financial's HYZD Position: Q4 2020 in Review

Advisornet Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2020, closing a stake of 272 shares — an estimated $6K sold.

Advisornet Financial first reported a position in HYZD in Q2 2018 and held it in 10 quarters. The position peaked at $190K in Q2 2020. 39 funds tracked by Wall St. Rank hold HYZD as of Q4 2020.

Advisornet Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
Advisornet Financial sold 272 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2020, an estimated $6K.
Advisornet Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 10 quarters.
Advisornet Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $190K in Q2 2020.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.