Ashton Thomas Private Wealth’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Ashton Thomas Private Wealth’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
2022 Q2	–	Sell	-12,313	Closed	-$270K	–	464
2022 Q1	$270K	Sell	12,313 -101,774	-89%	-$2.21M	0.02%	427
2021 Q4	$2.54M	Buy	114,087 +78,603	+222%	+$1.74M	0.25%	106
2021 Q3	$789K	Sell	35,484 -89,846	-72%	-$1.99M	0.11%	201
2021 Q2	$2.79M	Buy	+125,330	New	+$2.78M	0.43%	61
2021 Q1	–	Sell	-44,663	Closed	-$975K	–	312
2020 Q4	$975K	Buy	+44,663	New	+$955K	0.19%	149

Other funds holding HYZD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Ashton Thomas Private Wealth's HYZD Position: Q2 2022 in Review

Ashton Thomas Private Wealth sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2022, closing a stake of 12,313 shares — an estimated $270K sold.

Ashton Thomas Private Wealth first reported a position in HYZD in Q4 2020 and held it in 5 quarters. The position peaked at $2.79M in Q2 2021. 61 funds tracked by Wall St. Rank hold HYZD as of Q2 2022.

Ashton Thomas Private Wealth reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2022 after selling out during the quarter.
Ashton Thomas Private Wealth sold 12,313 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2022, an estimated $270K.
Ashton Thomas Private Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2020 and held it in 5 quarters.
Ashton Thomas Private Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.79M in Q2 2021.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2022.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2022, filed 22 Apr 2024.