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

Brinker Capital Investments’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
-1,323
Closed -$31K – 845
2019
Q2 		$31K Buy
+1,323
New +$31K ﹤0.01% 648

Other funds holding HYZD

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ML
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments's HYZD Position: Q3 2019 in Review

Brinker Capital Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2019, closing a stake of 1,323 shares — an estimated $31K sold.

Brinker Capital Investments first reported a position in HYZD in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2019.

  • Brinker Capital Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 1,323 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2019, an estimated $31K.
  • Brinker Capital Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $31K in Q2 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 Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.