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

Aprio 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
2023 Q4	–	Sell	-12,500	Closed	-$264K	–	207
2023 Q3	$264K	Sell	12,500 -4,800	-28%	-$102K	0.07%	123
2023 Q2	$364K	Sell	17,300 -2,003	-10%	-$41.3K	0.1%	94
2023 Q1	$401K	Sell	19,303 -2,790	-13%	-$58.2K	0.12%	78
2022 Q4	$457K	Sell	22,093 -5,041	-19%	-$105K	0.16%	67
2022 Q3	$546K	Sell	27,134 -337,170	-93%	-$6.97M	0.22%	55
2022 Q2	$7.25M	Buy	364,304 +17,568	+5%	+$370K	2.89%	12
2022 Q1	$7.6M	Buy	+346,736	New	+$7.54M	2.9%	10

Other funds holding HYZD

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

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

BRWA

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

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Aprio Wealth Management's HYZD Position: Q4 2023 in Review

Aprio Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2023, closing a stake of 12,500 shares — an estimated $264K sold.

Aprio Wealth Management first reported a position in HYZD in Q1 2022 and held it in 7 quarters. The position peaked at $7.6M in Q1 2022. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2023.

Aprio Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2023 after selling out during the quarter.
Aprio Wealth Management sold 12,500 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2023, an estimated $264K.
Aprio Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 7 quarters.
Aprio Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7.6M in Q1 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2023.

Based on Aprio Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.