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

Ameritas Investment Company’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
2021 Q3	$431K	Buy	19,375 +2,028	+12%	+$45K	0.02%	451
2021 Q2	$386K	Buy	17,347 +14,891	+606%	+$330K	0.02%	489
2021 Q1	$54.3K	Buy	+2,456	New	+$54.1K	﹤0.01%	931
2020 Q2	–	Sell	-4,111	Closed	-$76K	–	889
2020 Q1	$76K	Sell	4,111 -174,328	-98%	-$3.81M	0.01%	558
2019 Q4	$4.13M	Buy	178,439 +176,658	+9,919%	+$4.07M	0.87%	18
2019 Q3	$41K	Buy	+1,781	New	+$41.3K	0.01%	717
2019 Q2	–	Sell	-85,106	Closed	-$1.98M	–	500
2019 Q1	$1.98M	Buy	85,106 +84,906	+42,453%	+$1.98M	0.37%	56
2018 Q4	$4K	Buy	+200	New	+$4.71K	﹤0.01%	1270

Other funds holding HYZD

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

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

Vista Investment Management Pittsburgh, Pennsylvania $298M AUM 17.29% 1-Year Est. Return

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Bank of America

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