Baird Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-10,634	Closed	-$220K	–	1715
2022 Q4	$220K	Hold	10,634	–	–	﹤0.01%	1575
2022 Q3	$214K	Sell	10,634 -35,631	-77%	-$736K	﹤0.01%	1582
2022 Q2	$921K	Buy	46,265 +3,938	+9%	+$83K	﹤0.01%	1103
2022 Q1	$928K	Buy	+42,327	New	+$921K	﹤0.01%	1174

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

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

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

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

KAS

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

Baird Financial Group's HYZD Position: Q1 2023 in Review

Baird Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 10,634 shares — an estimated $220K sold.

Baird Financial Group first reported a position in HYZD in Q1 2022 and held it in 4 quarters. The position peaked at $928K in Q1 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

Baird Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
Baird Financial Group sold 10,634 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $220K.
Baird Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 4 quarters.
Baird Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $928K in Q1 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.