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

Apollon Wealth 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
2020 Q3	–	Sell	-2,807	Closed	-$57K	–	383
2020 Q2	$57K	Buy	+2,807	New	+$56.3K	0.03%	226
2020 Q1	–	Sell	-62,196	Closed	-$1.45M	–	67
2019 Q4	$1.45M	Buy	62,196 +5,312	+9%	+$122K	1.28%	18
2019 Q3	$1.31M	Buy	56,884 +4,766	+9%	+$110K	1.37%	17
2019 Q2	$1.22M	Buy	52,118 +1,709	+3%	+$40K	1.4%	16
2019 Q1	$1.17M	Sell	50,409 -18,209	-27%	-$424K	1.55%	16
2018 Q4	$1.59M	Buy	+68,618	New	+$1.62M	1.46%	16

Other funds holding HYZD

BRWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

ACM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Apollon Wealth Management's HYZD Position: Q3 2020 in Review

Apollon Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2020, closing a stake of 2,807 shares — an estimated $57K sold.

Apollon Wealth Management first reported a position in HYZD in Q4 2018 and held it in 6 quarters. The position peaked at $1.59M in Q4 2018. 41 funds tracked by Wall St. Rank hold HYZD as of Q3 2020.

Apollon Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2020 after selling out during the quarter.
Apollon Wealth Management sold 2,807 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2020, an estimated $57K.
Apollon Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and held it in 6 quarters.
Apollon Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.59M in Q4 2018.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.