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	–	1282
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

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

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

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return