Atria Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Atria Investments’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
2020 Q1	–	Sell	-57,189	Closed	-$1.32M	–	829
2019 Q4	$1.32M	Buy	57,189 +2,144	+4%	+$49.3K	0.04%	438
2019 Q3	$1.27M	Buy	55,045 +5,760	+12%	+$134K	0.05%	351
2019 Q2	$1.14M	Sell	49,285 -11,071	-18%	-$259K	0.04%	376
2019 Q1	$1.4M	Sell	60,356 -51,300	-46%	-$1.19M	0.06%	275
2018 Q4	$2.5M	Buy	111,656 +37,503	+51%	+$884K	0.11%	149
2018 Q3	$1.79M	Sell	74,153 -43,756	-37%	-$1.05M	0.07%	253
2018 Q2	$2.82M	Buy	117,909 +90,377	+328%	+$2.17M	0.12%	156
2018 Q1	$658K	Buy	27,532 +11,819	+75%	+$285K	0.03%	451
2017 Q4	$380K	Buy	+15,713	New	+$380K	0.02%	565

Other funds holding HYZD

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

BRWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ACM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Atria Investments's HYZD Position: Q1 2020 in Review

Atria Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 57,189 shares — an estimated $1.32M sold.

Atria Investments first reported a position in HYZD in Q4 2017 and held it in 9 quarters. The position peaked at $2.82M in Q2 2018. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

Atria Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 57,189 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $1.32M.
Atria Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 9 quarters.
Atria Investments's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.82M in Q2 2018.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.