Almanack Investment Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Almanack Investment Partners’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 Q2	–	Sell	-29,340	Closed	-$682K	–	279
2019 Q1	$682K	Buy	29,340 +9,744	+50%	+$227K	0.19%	56
2018 Q4	$439K	Buy	19,596 +444	+2%	+$10.5K	0.13%	82
2018 Q3	$459K	Buy	19,152 +1,428	+8%	+$34.4K	0.12%	91
2018 Q2	$424K	Buy	+17,724	New	+$427K	0.19%	49

Other funds holding HYZD

BFG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

ACM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Almanack Investment Partners's HYZD Position: Q2 2019 in Review

Almanack Investment Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2019, closing a stake of 29,340 shares — an estimated $682K sold.

Almanack Investment Partners first reported a position in HYZD in Q2 2018 and held it in 4 quarters. The position peaked at $682K in Q1 2019. 57 funds tracked by Wall St. Rank hold HYZD as of Q2 2019.

Almanack Investment Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2019 after selling out during the quarter.
Almanack Investment Partners sold 29,340 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2019, an estimated $682K.
Almanack Investment Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 4 quarters.
Almanack Investment Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $682K in Q1 2019.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2019.

Based on Almanack Investment Partners's 13F filing for Q2 2019, filed 31 Jul 2019.