Benjamin F. Edwards & Company’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Benjamin F. Edwards & Company’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 Q3	–	Sell	-1,000	Closed	-$20K	–	1712
2020 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1121
2020 Q1	$19K	Hold	1,000	–	–	﹤0.01%	1093
2019 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1194
2019 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1149
2019 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1153
2019 Q1	$23K	Sell	1,000 -4,890	-83%	-$114K	﹤0.01%	1094
2018 Q4	$132K	Hold	5,890	–	–	0.01%	581
2018 Q3	$143K	Hold	5,890	–	–	0.01%	594
2018 Q2	$141K	Buy	5,890 +2,400	+69%	+$57.8K	0.01%	589
2018 Q1	$83K	Sell	3,490 -1,000	-22%	-$24.1K	0.01%	730
2017 Q4	$108K	Hold	4,490	–	–	0.01%	625
2017 Q3	$108K	Hold	4,490	–	–	0.01%	588
2017 Q2	$108K	Buy	4,490 +1,090	+32%	+$26.2K	0.01%	551
2017 Q1	$81K	Hold	3,400	–	–	0.01%	583
2016 Q4	$81K	Buy	3,400 +1,500	+79%	+$35.4K	0.01%	532
2016 Q3	$45K	Hold	1,900	–	–	0.01%	555
2016 Q2	$43K	Hold	1,900	–	–	0.01%	544
2016 Q1	$41K	Buy	1,900 +900	+90%	+$19.2K	0.01%	550
2015 Q4	$22K	Hold	1,000	–	–	﹤0.01%	666
2015 Q3	$23K	Hold	1,000	–	–	0.01%	681
2015 Q2	$24K	Hold	1,000	–	–	﹤0.01%	744
2015 Q1	$24K	Buy	+1,000	New	+$23.8K	0.01%	721

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

FTUS

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

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

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

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Benjamin F. Edwards & Company's HYZD Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2020, closing a stake of 1,000 shares — an estimated $20K sold.

Benjamin F. Edwards & Company first reported a position in HYZD in Q1 2015 and held it in 22 quarters. The position peaked at $143K in Q3 2018. 41 funds tracked by Wall St. Rank hold HYZD as of Q3 2020.

Benjamin F. Edwards & Company reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2020, an estimated $20K.
Benjamin F. Edwards & Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2015 and held it in 22 quarters.
Benjamin F. Edwards & Company's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $143K in Q3 2018.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.