Banque Pictet & Cie’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Banque Pictet & Cie’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
2020 Q2	–	Sell	-168,389	Closed	-$3.14M	–	336
2020 Q1	$3.14M	Sell	168,389 -126,615	-43%	-$2.77M	0.06%	149
2019 Q4	$6.83M	Buy	295,004 +12,375	+4%	+$285K	0.12%	115
2019 Q3	$6.5M	Sell	282,629 -192	-0.1%	-$4.45K	0.12%	108
2019 Q2	$6.59M	Sell	282,821 -1,590	-0.6%	-$37.2K	0.12%	111
2019 Q1	$6.61M	Sell	284,411 -322,811	-53%	-$7.52M	0.13%	109
2018 Q4	$13.7M	Sell	607,222 -31,940	-5%	-$753K	0.28%	57
2018 Q3	$15.5M	Buy	639,162 +8,992	+1%	+$217K	0.29%	57
2018 Q2	$15.1M	Buy	630,170 +4,973	+0.8%	+$120K	0.3%	54
2018 Q1	$14.9M	Buy	+625,197	New	+$15.1M	0.31%	58

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Banque Pictet & Cie's HYZD Position: Q2 2020 in Review

Banque Pictet & Cie sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2020, closing a stake of 168,389 shares — an estimated $3.14M sold.

Banque Pictet & Cie first reported a position in HYZD in Q1 2018 and held it in 9 quarters. The position peaked at $15.5M in Q3 2018. 42 funds tracked by Wall St. Rank hold HYZD as of Q2 2020.

Banque Pictet & Cie reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2020 after selling out during the quarter.
Banque Pictet & Cie sold 168,389 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2020, an estimated $3.14M.
Banque Pictet & Cie first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 9 quarters.
Banque Pictet & Cie's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $15.5M in Q3 2018.
42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2020.

Based on Banque Pictet & Cie's 13F filing for Q2 2020, filed 13 Aug 2020.