Carroll Financial Associates’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Carroll Financial Associates’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
2018 Q1	–	Sell	-685	Closed	-$16K	–	1281
2017 Q4	$16K	Hold	685	–	–	﹤0.01%	722
2017 Q3	$16K	Hold	685	–	–	﹤0.01%	713
2017 Q2	$16K	Hold	685	–	–	﹤0.01%	729
2017 Q1	$16K	Hold	685	–	–	﹤0.01%	716
2016 Q4	$16K	Hold	685	–	–	﹤0.01%	685
2016 Q3	$16K	Hold	685	–	–	﹤0.01%	703
2016 Q2	$15K	Hold	685	–	–	﹤0.01%	691
2016 Q1	$14K	Buy	+685	New	+$14.6K	﹤0.01%	694

Other funds holding HYZD

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Carroll Financial Associates's HYZD Position: Q1 2018 in Review

Carroll Financial Associates sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2018, closing a stake of 685 shares — an estimated $16K sold.

Carroll Financial Associates first reported a position in HYZD in Q1 2016 and held it in 8 quarters. The position peaked at $16K in Q4 2017. 34 funds tracked by Wall St. Rank hold HYZD as of Q1 2018.

Carroll Financial Associates reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2018 after selling out during the quarter.
Carroll Financial Associates sold 685 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2018, an estimated $16K.
Carroll Financial Associates first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2016 and held it in 8 quarters.
Carroll Financial Associates's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $16K in Q4 2017.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.