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 $1.21T AUM 78.12% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Barber Financial Group's HYZD Position: Q1 2020 in Review

Barber Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 287,277 shares — an estimated $6.66M sold.

Barber Financial Group first reported a position in HYZD in Q4 2017 and held it in 9 quarters. The position peaked at $8.14M in Q4 2018. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

Barber Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 287,277 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $6.66M.
Barber Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 9 quarters.
Barber Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $8.14M in Q4 2018.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.