Avantax Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-10,722	Closed	-$232K	–	1697
2023 Q4	$232K	Buy	+10,722	New	+$228K	﹤0.01%	1387
2023 Q1	–	Sell	-86,170	Closed	-$1.78M	–	1511
2022 Q4	$1.78M	Buy	+86,170	New	+$1.79M	0.02%	455
2022 Q3	–	Sell	-13,036	Closed	-$259K	–	1356
2022 Q2	$259K	Buy	13,036 +3,660	+39%	+$77.2K	﹤0.01%	1080
2022 Q1	$207K	Buy	+9,376	New	+$204K	﹤0.01%	1181

Other funds holding HYZD

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Avantax Advisory Services's HYZD Position: Q1 2024 in Review

Avantax Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2024, closing a stake of 10,722 shares — an estimated $232K sold.

Avantax Advisory Services first reported a position in HYZD in Q1 2022 and held it in 4 quarters. The position peaked at $1.78M in Q4 2022. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Avantax Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,722 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $232K.
Avantax Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 4 quarters.
Avantax Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.78M in Q4 2022.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.