Cary Street Partners Investment Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-200	Closed	-$4.22K	–	1153
2023 Q3	$4.22K	Sell	200 -150	-43%	-$3.18K	﹤0.01%	1537
2023 Q2	$7.36K	Sell	350 -200	-36%	-$4.13K	﹤0.01%	1314
2023 Q1	$11.4K	Sell	550 -700	-56%	-$14.6K	﹤0.01%	1108
2022 Q4	$25.8K	Buy	+1,250	New	+$26K	﹤0.01%	905

Other funds holding HYZD

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cary Street Partners Investment Advisory's HYZD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2023, closing a stake of 200 shares — an estimated $4.22K sold.

Cary Street Partners Investment Advisory first reported a position in HYZD in Q4 2022 and held it in 4 quarters. The position peaked at $25.8K in Q4 2022. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2023, an estimated $4.22K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $25.8K in Q4 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.