Avion Wealth’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Avion Wealth’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
2023 Q2	–	Sell	-263	Closed	-$5K	–	870
2023 Q1	$5K	Hold	263	–	–	﹤0.01%	318
2022 Q4	$5K	Hold	263	–	–	﹤0.01%	321
2022 Q3	$5K	Hold	263	–	–	﹤0.01%	328
2022 Q2	$5K	Hold	263	–	–	﹤0.01%	324
2022 Q1	$6K	Hold	263	–	–	﹤0.01%	275
2021 Q4	$6K	Hold	263	–	–	﹤0.01%	277
2021 Q3	$6K	Hold	263	–	–	﹤0.01%	268
2021 Q2	$6K	Hold	263	–	–	﹤0.01%	254
2021 Q1	$6K	Hold	263	–	–	﹤0.01%	248
2020 Q4	$6K	Hold	263	–	–	﹤0.01%	259
2020 Q3	$5K	Buy	+263	New	+$5.49K	﹤0.01%	230

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

KAS

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

Avion Wealth's HYZD Position: Q2 2023 in Review

Avion Wealth sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2023, closing a stake of 263 shares — an estimated $5K sold.

Avion Wealth first reported a position in HYZD in Q3 2020 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q2 2023.

Avion Wealth reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2023 after selling out during the quarter.
Avion Wealth sold 263 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2023, an estimated $5K.
Avion Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2020 and held it in 11 quarters.
Avion Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $6K in Q1 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.