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

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $333M AUM 24.2% 1-Year Est. Return

NEIRG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Investment Company's HYZD Position: Q3 2021 in Review

Ameritas Investment Company increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 12% in Q3 2021, buying an estimated $45K and bringing the position to 19,375 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #451.

Ameritas Investment Company first reported a position in HYZD in Q4 2018 and has held it in 8 quarters since. The position peaked at $4.13M in Q4 2019. 43 funds tracked by Wall St. Rank hold HYZD as of Q3 2021.

Ameritas Investment Company held 19,375 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $431K as of Q3 2021.
Ameritas Investment Company bought 2,028 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2021, an estimated $45K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #451 holding.
Ameritas Investment Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.13M in Q4 2019.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.