BWM
HYZD icon

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

Baystate 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
2019
Q1 		– Sell
-43
Closed -$1K – 685
2018
Q4 		$1K Buy
+43
New +$1.01K ﹤0.01% 586

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's HYZD Position: Q1 2019 in Review

Baystate Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in HYZD in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q1 2019.

  • Baystate Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 43 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2019, an estimated $1K.
  • Baystate Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and held it in 1 quarter.
  • Baystate Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.