Cerity Partners
HYZD icon

Cerity Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-9,416
Closed -$208K – 2506
2024
Q3 		$208K Buy
+9,416
New +$207K ﹤0.01% 2297

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ECA
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GM
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Ameriprise
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IWC
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VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Cerity Partners's HYZD Position: Q4 2024 in Review

Cerity Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2024, closing a stake of 9,416 shares — an estimated $208K sold.

Cerity Partners first reported a position in HYZD in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 55 funds tracked by Wall St. Rank hold HYZD as of Q4 2024.

  • Cerity Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 9,416 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2024, an estimated $208K.
  • Cerity Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $208K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.