American Portfolios Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

American Portfolios Advisors’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	$92.6K	Hold	4,600	–	–	﹤0.01%	1394
2022 Q2	$91.5K	Hold	4,600	–	–	﹤0.01%	1445
2022 Q1	$101K	Hold	4,600	–	–	﹤0.01%	1502
2021 Q4	$102K	Hold	4,600	–	–	﹤0.01%	1497
2021 Q3	$102K	Sell	4,600 -1,641	-26%	-$36.4K	﹤0.01%	1443
2021 Q2	$139K	Buy	6,241 +7	+0.1%	+$155	0.01%	1279
2021 Q1	$138K	Buy	6,234 +6	+0.1%	+$132	0.01%	1194
2020 Q4	$136K	Sell	6,228 -57	-0.9%	-$1.22K	0.01%	1032
2020 Q3	$131K	Sell	6,285 -5	-0.1%	-$104	0.01%	966
2020 Q2	$127K	Buy	6,290 +1	+0%	+$20	0.01%	921
2020 Q1	$117K	Sell	6,289 -160	-2%	-$3.5K	0.01%	841
2019 Q4	$149K	Buy	6,449 +129	+2%	+$2.97K	0.01%	865
2019 Q3	$145K	Hold	6,320	–	–	0.01%	825
2019 Q2	$147K	Hold	6,320	–	–	0.01%	836
2019 Q1	$147K	Buy	6,320 +220	+4%	+$5.12K	0.01%	728
2018 Q4	$137K	Hold	6,100	–	–	0.02%	634
2018 Q3	$148K	Buy	6,100 +1,000	+20%	+$24.1K	0.02%	686
2018 Q2	$122K	Buy	5,100 +800	+19%	+$19.3K	0.02%	734
2018 Q1	$103K	Buy	4,300 +2,200	+105%	+$53K	0.02%	739
2017 Q4	$50.7K	Buy	+2,100	New	+$50.7K	0.01%	986

Other funds holding HYZD

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

American Portfolios Advisors's HYZD Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q3 2022 at 4,600 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

American Portfolios Advisors first reported a position in HYZD in Q4 2017 and has held it in 20 quarters since. The position peaked at $149K in Q4 2019. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2022.

American Portfolios Advisors held 4,600 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $92.6K as of Q3 2022.
American Portfolios Advisors left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q3 2022.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1394 holding.
American Portfolios Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $149K in Q4 2019.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.