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

Barber 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
2020 Q1	–	Sell	-287,277	Closed	-$6.66M	–	131
2019 Q4	$6.66M	Sell	287,277 -14,739	-5%	-$339K	1.35%	20
2019 Q3	$6.95M	Sell	302,016 -12,391	-4%	-$287K	1.48%	20
2019 Q2	$7.33M	Buy	314,407 +12,622	+4%	+$296K	1.71%	18
2019 Q1	$7.02M	Sell	301,785 -61,312	-17%	-$1.43M	1.38%	19
2018 Q4	$8.14M	Buy	363,097 +101,606	+39%	+$2.39M	1.75%	15
2018 Q3	$6.33M	Buy	261,491 +25,446	+11%	+$613K	1.52%	18
2018 Q2	$5.65M	Buy	236,045 +3,901	+2%	+$93.9K	1.64%	20
2018 Q1	$5.55M	Sell	232,144 -58,582	-20%	-$1.41M	1.47%	20
2017 Q4	$7.02M	Buy	+290,726	New	+$7.02M	1.79%	18

Other funds holding HYZD

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

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

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

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return