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AlphaStar Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

AlphaStar Capital Management’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
2022
Q3 		– Sell
-59,767
Closed -$1.19M – 330
2022
Q2 		$1.19M Sell
59,767
-35,663
-37% -$752K 0.11% 138
2022
Q1 		$2.09M Sell
95,430
-191,102
-67% -$4.16M 0.17% 106
2021
Q4 		$6.36M Sell
286,532
-1,419
-0.5% -$31.4K 0.51% 39
2021
Q3 		$6.42M Buy
287,951
+18,352
+7% +$407K 0.44% 55
2021
Q2 		$6M Buy
269,599
+7,772
+3% +$172K 0.77% 27
2021
Q1 		$5.79M Buy
261,827
+20,826
+9% +$458K 0.9% 21
2020
Q4 		$5.27M Sell
241,001
-914
-0.4% -$19.5K 0.89% 20
2020
Q3 		$5.09M Buy
241,915
+29,757
+14% +$621K 1.02% 21
2020
Q2 		$4.34M Buy
212,158
+1,763
+0.8% +$35.3K 0.93% 22
2020
Q1 		$4.2M Sell
210,395
-65,219
-24% -$1.43M 0.99% 13
2019
Q4 		$6.39M Buy
275,614
+13,182
+5% +$303K 1.39% 13
2019
Q3 		$6.04M Buy
262,432
+34,186
+15% +$792K 1.44% 12
2019
Q2 		$5.32M Buy
228,246
+4,734
+2% +$111K 1.34% 14
2019
Q1 		$5.2M Sell
223,512
-7,653
-3% -$178K 1.46% 12
2018
Q4 		$5.18M Buy
231,165
+2,861
+1% +$67.4K 1.66% 7
2018
Q3 		$5.53M Buy
228,304
+1,527
+0.7% +$36.8K 1.63% 10
2018
Q2 		$5.42M Buy
226,777
+58,831
+35% +$1.42M 1.71% 9
2018
Q1 		$4.01M Buy
167,946
+25,274
+18% +$608K 1.52% 14
2017
Q4 		$3.45M Buy
142,672
+32,314
+29% +$781K 0.89% 31
2017
Q3 		$2.66M Buy
+110,358
New +$2.65M 2.64% 7

Other funds holding HYZD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaStar Capital Management's HYZD Position: Q3 2022 in Review

AlphaStar Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2022, closing a stake of 59,767 shares — an estimated $1.19M sold.

AlphaStar Capital Management first reported a position in HYZD in Q3 2017 and held it in 20 quarters. The position peaked at $6.42M in Q3 2021. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2022.

  • AlphaStar Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2022 after selling out during the quarter.
  • AlphaStar Capital Management sold 59,767 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2022, an estimated $1.19M.
  • AlphaStar Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2017 and held it in 20 quarters.
  • AlphaStar Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $6.42M in Q3 2021.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2022.

Based on AlphaStar Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.