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

Cetera Advisors’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	$613K	Sell	27,844 -5,826	-17%	-$127K	﹤0.01%	1472
2023 Q4	$728K	Sell	33,670 -3,375	-9%	-$71.8K	0.01%	920
2023 Q3	$782K	Sell	37,045 -2,161	-6%	-$45.9K	0.01%	830
2023 Q2	$824K	Buy	39,206 +880	+2%	+$18.1K	0.01%	802
2023 Q1	$796K	Buy	38,326 +1,515	+4%	+$31.6K	0.01%	788
2022 Q4	$761K	Buy	36,811 +1,134	+3%	+$23.6K	0.01%	777
2022 Q3	$718K	Sell	35,677 -2,155	-6%	-$44.5K	0.02%	631
2022 Q2	$753K	Sell	37,832 -1,196	-3%	-$25.2K	0.02%	671
2022 Q1	$855K	Buy	39,028 +15,156	+63%	+$330K	0.02%	663
2021 Q4	$532K	Buy	+23,872	New	+$529K	0.01%	870
2020 Q3	–	Sell	-16,754	Closed	-$337K	–	973
2020 Q2	$337K	Sell	16,754 -16	-0.1%	-$321	0.01%	660
2020 Q1	$313K	Buy	16,770 +4,402	+36%	+$96.3K	0.02%	584
2019 Q4	$285K	Buy	+12,368	New	+$285K	0.01%	732

Other funds holding HYZD

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

Cetera Advisors's HYZD Position: Q1 2024 in Review

Cetera Advisors reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 17% in Q1 2024, selling an estimated $127K and leaving 27,844 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Cetera Advisors first reported a position in HYZD in Q4 2019 and has held it in 13 quarters since. The position peaked at $855K in Q1 2022. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Cetera Advisors held 27,844 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $613K as of Q1 2024.
Cetera Advisors sold 5,826 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $127K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1472 holding.
Cetera Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and has held it in 13 quarters since.
Cetera Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $855K 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.