Ausdal Financial Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Ausdal Financial Partners’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	-24,255	Closed	-$563K	–	315
2019 Q4	$563K	Buy	24,255 +157	+0.7%	+$3.61K	0.17%	155
2019 Q3	$554K	Buy	24,098 +4,716	+24%	+$109K	0.2%	135
2019 Q2	$451K	Buy	+19,382	New	+$454K	0.17%	160

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BRWM

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $1.36B AUM 15.65% 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

Ausdal Financial Partners's HYZD Position: Q1 2020 in Review

Ausdal Financial Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 24,255 shares — an estimated $563K sold.

Ausdal Financial Partners first reported a position in HYZD in Q2 2019 and held it in 3 quarters. The position peaked at $563K in Q4 2019. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

Ausdal Financial Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
Ausdal Financial Partners sold 24,255 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $563K.
Ausdal Financial Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2019 and held it in 3 quarters.
Ausdal Financial Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $563K in Q4 2019.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2020.

Based on Ausdal Financial Partners's 13F filing for Q1 2020, filed 4 May 2020.