Capital Investment Advisory Services’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

Capital Investment Advisory Services’s Portfolio HYND Stock Details HYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-925	Closed	-$17K	–	1431
2019 Q3	$17K	Buy	+925	New	+$17.3K	﹤0.01%	862

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BCM

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FTUS

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisory Services's HYND Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q4 2019, closing a stake of 925 shares — an estimated $17K sold.

Capital Investment Advisory Services first reported a position in HYND in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 13 funds tracked by Wall St. Rank hold HYND as of Q4 2019.

Capital Investment Advisory Services reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 925 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q4 2019, an estimated $17K.
Capital Investment Advisory Services first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q3 2019 and held it in 1 quarter.
Capital Investment Advisory Services's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $17K in Q3 2019.
13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.