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American Financial Network Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-6,740
Closed -$163K – 354
2017
Q4 		$163K Sell
6,740
-125
-2% -$3.02K 0.07% 211
2017
Q3 		$166K Buy
+6,865
New +$165K 0.07% 213

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BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
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CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

American Financial Network Advisory Services's HYZD Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2018, closing a stake of 6,740 shares — an estimated $163K sold.

American Financial Network Advisory Services first reported a position in HYZD in Q3 2017 and held it in 2 quarters. The position peaked at $166K in Q3 2017. 34 funds tracked by Wall St. Rank hold HYZD as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 6,740 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2018, an estimated $163K.
  • American Financial Network Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $166K in Q3 2017.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.