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

Centaurus Financial’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
2022
Q4 		– Sell
-6,070
Closed -$122K – 878
2022
Q3 		$122K Sell
6,070
-8,032
-57% -$166K 0.01% 741
2022
Q2 		$281K Sell
14,102
-859
-6% -$18.1K 0.03% 507
2022
Q1 		$328K Sell
14,961
-7,251
-33% -$158K 0.03% 525
2021
Q4 		$495K Sell
22,212
-4,117
-16% -$91.2K 0.04% 433
2021
Q3 		$585K Sell
26,329
-1,213
-4% -$26.9K 0.05% 382
2021
Q2 		$613K Sell
27,542
-747
-3% -$16.5K 0.05% 373
2021
Q1 		$626K Buy
28,289
+252
+0.9% +$5.55K 0.06% 322
2020
Q4 		$612K Sell
28,037
-81,763
-74% -$1.75M 0.06% 322
2020
Q3 		$2.28M Sell
109,800
-15,005
-12% -$313K 0.32% 76
2020
Q2 		$2.51M Sell
124,805
-6,764
-5% -$136K 0.37% 60
2020
Q1 		$2.46M Sell
131,569
-49,980
-28% -$1.09M 0.49% 50
2019
Q4 		$4.21M Buy
181,549
+8,617
+5% +$198K 0.59% 37
2019
Q3 		$3.98M Buy
172,932
+5,170
+3% +$120K 0.62% 38
2019
Q2 		$3.91M Buy
167,762
+163,759
+4,091% +$3.83M 0.62% 36
2019
Q1 		$172K Buy
4,003
+480
+14% +$11.2K 1.01% 14
2018
Q4 		$157 Buy
3,523
+3,367
+2,158% +$79.3K 1.13% 15
2018
Q3 		$3.77K Sell
156
-146,203
-100% -$3.52M 0.68% 37
2018
Q2 		$3.5M Buy
146,359
+20,505
+16% +$493K 0.48% 49
2018
Q1 		$3.01M Buy
125,854
+57,983
+85% +$1.4M 0.71% 38
2017
Q4 		$1.64M Buy
+67,871
New +$1.64M 0.42% 65

Other funds holding HYZD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Centaurus Financial's HYZD Position: Q4 2022 in Review

Centaurus Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 6,070 shares — an estimated $122K sold.

Centaurus Financial first reported a position in HYZD in Q4 2017 and held it in 20 quarters. The position peaked at $4.21M in Q4 2019. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

  • Centaurus Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Centaurus Financial sold 6,070 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $122K.
  • Centaurus Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 20 quarters.
  • Centaurus Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.21M in Q4 2019.
  • 61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Centaurus Financial's 13F filing for Q4 2022, filed 13 Feb 2023.