BRF
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B. Riley Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

B. Riley Financial’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
2018
Q3 		– Sell
-19,660
Closed -$471K – 229
2018
Q2 		$471K Buy
19,660
+2,249
+13% +$54.1K 0.12% 140
2018
Q1 		$416K Buy
+17,411
New +$419K 0.12% 178

Other funds holding HYZD

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

B. Riley Financial's HYZD Position: Q3 2018 in Review

B. Riley Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2018, closing a stake of 19,660 shares — an estimated $471K sold.

B. Riley Financial first reported a position in HYZD in Q1 2018 and held it in 2 quarters. The position peaked at $471K in Q2 2018. 48 funds tracked by Wall St. Rank hold HYZD as of Q3 2018.

  • B. Riley Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 19,660 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2018, an estimated $471K.
  • B. Riley Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 2 quarters.
  • B. Riley Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $471K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.