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

Citigroup’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
2021 Q3	–	Sell	-1,166	Closed	-$26K	–	6025
2021 Q2	$26K	Hold	1,166	–	–	﹤0.01%	5156
2021 Q1	$26K	Hold	1,166	–	–	﹤0.01%	5095
2020 Q4	$25K	Sell	1,166 -187	-14%	-$4K	﹤0.01%	6505
2020 Q3	$28K	Hold	1,353	–	–	﹤0.01%	5957
2020 Q2	$27K	Hold	1,353	–	–	﹤0.01%	6381
2020 Q1	$25K	Hold	1,353	–	–	﹤0.01%	6535
2019 Q4	$31K	Hold	1,353	–	–	﹤0.01%	6685
2019 Q3	$31K	Hold	1,353	–	–	﹤0.01%	6436
2019 Q2	$32K	Sell	1,353 -2,446	-64%	-$57.3K	﹤0.01%	6816
2019 Q1	$88K	Buy	3,799 +360	+10%	+$8.38K	﹤0.01%	5871
2018 Q4	$77K	Buy	3,439 +3,252	+1,739%	+$76.6K	﹤0.01%	5872
2018 Q3	$5K	Buy	+187	New	+$4.51K	﹤0.01%	7491
2015 Q4	–	Sell	-175	Closed	-$4K	–	7680
2015 Q3	$4K	Buy	+175	New	+$4.09K	﹤0.01%	6813

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup's HYZD Position: Q3 2021 in Review

Citigroup sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2021, closing a stake of 1,166 shares — an estimated $26K sold.

Citigroup first reported a position in HYZD in Q3 2015 and held it in 13 quarters. The position peaked at $88K in Q1 2019. 43 funds tracked by Wall St. Rank hold HYZD as of Q3 2021.

Citigroup reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2021 after selling out during the quarter.
Citigroup sold 1,166 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2021, an estimated $26K.
Citigroup first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2015 and held it in 13 quarters.
Citigroup's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $88K in Q1 2019.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.