AllSquare Wealth Management’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

AllSquare Wealth Management’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 Q1	–	Sell	-6,160	Closed	-$119K	–	500
2018 Q4	$119K	Buy	+6,160	New	+$129K	0.1%	99

Other funds holding HYND

BCM

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

LTFS

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

FTUS

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

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

AllSquare Wealth Management's HYND Position: Q1 2019 in Review

AllSquare Wealth Management sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q1 2019, closing a stake of 6,160 shares — an estimated $119K sold.

AllSquare Wealth Management first reported a position in HYND in Q4 2018 and held it in 1 quarter. The position peaked at $119K in Q4 2018. 24 funds tracked by Wall St. Rank hold HYND as of Q1 2019.

AllSquare Wealth Management reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q1 2019 after selling out during the quarter.
AllSquare Wealth Management sold 6,160 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q1 2019, an estimated $119K.
AllSquare Wealth Management first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q4 2018 and held it in 1 quarter.
AllSquare Wealth Management's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $119K in Q4 2018.
24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.