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Blue Trust Inc’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Blue Trust Inc’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
2024
Q3 		– Sell
-123
Closed -$2.71K – 2946
2024
Q2 		$2.71K Hold
123
– – ﹤0.01% 2369
2024
Q1 		$2.71K Buy
+123
New +$2.68K ﹤0.01% 1756

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Envestnet Asset Management
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Ameriprise
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IWC
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EH
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Susquehanna International Group
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Blue Trust Inc's HYZD Position: Q3 2024 in Review

Blue Trust Inc sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2024, closing a stake of 123 shares — an estimated $2.71K sold.

Blue Trust Inc first reported a position in HYZD in Q1 2024 and held it in 2 quarters. The position peaked at $2.71K in Q2 2024. 50 funds tracked by Wall St. Rank hold HYZD as of Q3 2024.

  • Blue Trust Inc reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 123 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2024, an estimated $2.71K.
  • Blue Trust Inc first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.71K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.