Courier Capital’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

Courier Capital’s Portfolio HYND Stock Details HYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23,610	Closed	-$509K	–	301
2018 Q3	$509K	Hold	23,610	–	–	0.06%	166
2018 Q2	$495K	Hold	23,610	–	–	0.06%	169
2018 Q1	$499K	Hold	23,610	–	–	0.07%	162
2017 Q4	$484K	Hold	23,610	–	–	0.06%	165
2017 Q3	$487K	Hold	23,610	–	–	0.07%	151
2017 Q2	$489K	Hold	23,610	–	–	0.08%	148
2017 Q1	$497K	Buy	23,610 +1,165	+5%	+$24.8K	0.09%	143
2016 Q4	$483K	Buy	+22,445	New	+$463K	0.09%	143

Other funds holding HYND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Courier Capital's HYND Position: Q4 2018 in Review

Courier Capital sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q4 2018, closing a stake of 23,610 shares — an estimated $509K sold.

Courier Capital first reported a position in HYND in Q4 2016 and held it in 8 quarters. The position peaked at $509K in Q3 2018. 23 funds tracked by Wall St. Rank hold HYND as of Q4 2018.

Courier Capital reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q4 2018 after selling out during the quarter.
Courier Capital sold 23,610 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q4 2018, an estimated $509K.
Courier Capital first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q4 2016 and held it in 8 quarters.
Courier Capital's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $509K in Q3 2018.
23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q4 2018.

Based on Courier Capital's 13F filing for Q4 2018, filed 8 Feb 2019.