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

RBA

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

BRWM

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

BFG

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

ACM

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

LTFS

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

CCM

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

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Arcadia Investment Management's HYZD Position: Q3 2018 in Review

Arcadia Investment Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2018, closing a stake of 8,200 shares — an estimated $196K sold.

Arcadia Investment Management first reported a position in HYZD in Q2 2015 and held it in 13 quarters. The position peaked at $266K in Q2 2015. 48 funds tracked by Wall St. Rank hold HYZD as of Q3 2018.

Arcadia Investment Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2018 after selling out during the quarter.
Arcadia Investment Management sold 8,200 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2018, an estimated $196K.
Arcadia Investment Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2015 and held it in 13 quarters.
Arcadia Investment Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $266K in Q2 2015.
48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2018.

Based on Arcadia Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.