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Asset Dedication LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Asset Dedication LLC’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
-2,510
Closed -$59K – 691
2018
Q2 		$59K Buy
+2,510
New +$60.4K 0.02% 253

Other funds holding HYZD

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BPC
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PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
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 $570B AUM 27.57% 1-Year Est. Return

Asset Dedication LLC's HYZD Position: Q3 2018 in Review

Asset Dedication LLC sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2018, closing a stake of 2,510 shares — an estimated $59K sold.

Asset Dedication LLC first reported a position in HYZD in Q2 2018 and held it in 1 quarter. The position peaked at $59K in Q2 2018. 48 funds tracked by Wall St. Rank hold HYZD as of Q3 2018.

  • Asset Dedication LLC reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Asset Dedication LLC sold 2,510 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2018, an estimated $59K.
  • Asset Dedication LLC first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $59K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2018.

Based on Asset Dedication LLC's 13F filing for Q3 2018, filed 26 Oct 2018.