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

Arcadia Investment 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
2018 Q3	–	Sell	-8,200	Closed	-$196K	–	325
2018 Q2	$196K	Hold	8,200	–	–	0.05%	122
2018 Q1	$196K	Hold	8,200	–	–	0.06%	120
2017 Q4	$198K	Hold	8,200	–	–	0.06%	122
2017 Q3	$198K	Hold	8,200	–	–	0.06%	121
2017 Q2	$197K	Hold	8,200	–	–	0.06%	122
2017 Q1	$196K	Sell	8,200 -610	-7%	-$14.6K	0.06%	121
2016 Q4	$210K	Hold	8,810	–	–	0.07%	117
2016 Q3	$208K	Hold	8,810	–	–	0.07%	116
2016 Q2	$199K	Hold	8,810	–	–	0.06%	114
2016 Q1	$191K	Sell	8,810 -2,420	-22%	-$51.6K	0.06%	110
2015 Q4	$246K	Hold	11,230	–	–	0.08%	105
2015 Q3	$253K	Hold	11,230	–	–	0.08%	94
2015 Q2	$266K	Buy	+11,230	New	+$270K	0.07%	95

Other funds holding HYZD

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

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

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

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