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

Bluefin Capital 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 Q3	–	Sell	-53,214	Closed	-$1.24M	–	537
2019 Q2	$1.24M	Sell	53,214 -52,221	-50%	-$1.22M	0.18%	87
2019 Q1	$2.45M	Buy	+105,435	New	+$2.46M	0.35%	47
2018 Q4	–	Sell	-31,064	Closed	-$752K	–	464
2018 Q3	$752K	Buy	31,064 +5,631	+22%	+$136K	0.07%	193
2018 Q2	$608K	Buy	+25,433	New	+$612K	0.05%	185
2014 Q4	–	Sell	-14,646	Closed	-$359K	–	794
2014 Q3	$359K	Sell	14,646 -18	-0.1%	-$449	0.02%	461
2014 Q2	$400K	Buy	+14,664	New	+$370K	0.02%	476

Other funds holding HYZD

BRWM

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

ACM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Bluefin Capital Management's HYZD Position: Q3 2019 in Review

Bluefin Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2019, closing a stake of 53,214 shares — an estimated $1.24M sold.

Bluefin Capital Management first reported a position in HYZD in Q2 2014 and held it in 6 quarters. The position peaked at $2.45M in Q1 2019. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2019.

Bluefin Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
Bluefin Capital Management sold 53,214 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2019, an estimated $1.24M.
Bluefin Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2014 and held it in 6 quarters.
Bluefin Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.45M in Q1 2019.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2019.

Based on Bluefin Capital Management's 13F filing for Q3 2019, filed 15 Nov 2019.