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

B. Riley Wealth 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
2022 Q2	$18.5K	Buy	931,698 +17,357	+2%	+$366K	0.02%	110
2022 Q1	$20M	Buy	914,341 +47,329	+5%	+$1.03M	1.54%	8
2021 Q4	$19.3M	Buy	867,012 +37,653	+5%	+$834K	1.34%	12
2021 Q3	$18.4M	Buy	829,359 +50,286	+6%	+$1.12M	1.42%	10
2021 Q2	$17.3M	Buy	779,073 +46,878	+6%	+$1.04M	1.92%	5
2021 Q1	$16.2M	Buy	+732,195	New	+$16.1M	1.89%	6
2020 Q4	–	Sell	-634,004	Closed	-$13.2M	–	428
2020 Q3	$13.2M	Buy	634,004 +29,306	+5%	+$612K	1.55%	10
2020 Q2	$12.2M	Buy	604,698 +30	+0%	+$601	1.34%	15
2020 Q1	$11.3M	Buy	604,668 +69,529	+13%	+$1.52M	1.19%	13
2019 Q4	$12.4M	Buy	535,139 +108,835	+26%	+$2.51M	1.86%	7
2019 Q3	$9.81M	Sell	426,304 -24,478	-5%	-$567K	1.71%	12
2019 Q2	$10.5K	Buy	450,782 +23,887	+6%	+$559K	1.61%	10
2019 Q1	$9.93M	Buy	426,895 +29,013	+7%	+$676K	1.72%	9
2018 Q4	$8.92M	Buy	397,882 +37,113	+10%	+$874K	1.87%	9
2018 Q3	$8.73M	Buy	+360,769	New	+$8.69M	2.15%	9

Other funds holding HYZD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

B. Riley Wealth Management's HYZD Position: Q2 2022 in Review

B. Riley Wealth Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.9% in Q2 2022, buying an estimated $366K and bringing the position to 931,698 shares worth $18.5K. The position accounts for 0.02% of the portfolio, ranked #110.

B. Riley Wealth Management first reported a position in HYZD in Q3 2018 and has held it in 15 quarters since. The position peaked at $20M in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q2 2022.

B. Riley Wealth Management held 931,698 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $18.5K as of Q2 2022.
B. Riley Wealth Management bought 17,357 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2022, an estimated $366K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #110 holding.
B. Riley Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2018 and has held it in 15 quarters since.
B. Riley Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $20M in Q1 2022.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.