Cetera Advisor Networks’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Cetera Advisor Networks’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 Q1	$207K	Sell	9,405 -1,570	-14%	-$34.2K	﹤0.01%	2568
2023 Q4	$237K	Hold	10,975	–	–	﹤0.01%	2409
2023 Q3	$232K	Sell	10,975 -167	-1%	-$3.54K	﹤0.01%	2327
2023 Q2	$234K	Sell	11,142 -24,915	-69%	-$514K	﹤0.01%	2242
2023 Q1	$749K	Sell	36,057 -646	-2%	-$13.5K	0.01%	1420
2022 Q4	$759K	Buy	36,703 +4,637	+14%	+$96.3K	0.01%	1355
2022 Q3	$645K	Buy	32,066 +3,762	+13%	+$77.7K	0.01%	1135
2022 Q2	$563K	Sell	28,304 -6,365	-18%	-$134K	0.01%	1195
2022 Q1	$760K	Buy	34,669 +21,270	+159%	+$463K	0.01%	1048
2021 Q4	$298K	Buy	+13,399	New	+$297K	﹤0.01%	1614
2020 Q3	–	Sell	-369	Closed	-$7K	–	2031
2020 Q2	$7K	Buy	+369	New	+$7.4K	﹤0.01%	2858

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRWA

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

KAS

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisor Networks's HYZD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 14% in Q1 2024, selling an estimated $34.2K and leaving 9,405 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Cetera Advisor Networks first reported a position in HYZD in Q2 2020 and has held it in 11 quarters since. The position peaked at $760K in Q1 2022. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Cetera Advisor Networks held 9,405 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $207K as of Q1 2024.
Cetera Advisor Networks sold 1,570 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $34.2K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2568 holding.
Cetera Advisor Networks first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $760K in Q1 2022.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.