Avalon Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Avalon Capital 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
2014 Q4	–	Sell	-9,651	Closed	-$237K	–	69
2014 Q3	$237K	Buy	+9,651	New	+$241K	0.2%	64

Other funds holding HYZD

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

FNYS

First New York Securities New York $53.7M AUM 57.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Avalon Capital Management's HYZD Position: Q4 2014 in Review

Avalon Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2014, closing a stake of 9,651 shares — an estimated $237K sold.

Avalon Capital Management first reported a position in HYZD in Q3 2014 and held it in 1 quarter. The position peaked at $237K in Q3 2014. 10 funds tracked by Wall St. Rank hold HYZD as of Q4 2014.

Avalon Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2014 after selling out during the quarter.
Avalon Capital Management sold 9,651 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2014, an estimated $237K.
Avalon Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and held it in 1 quarter.
Avalon Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $237K in Q3 2014.
10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2014.

Based on Avalon Capital Management's 13F filing for Q4 2014, filed 24 Feb 2015.