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HYZD icon

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

Covestor’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
2022
Q4 		– Sell
-156
Closed -$3K – 2290
2022
Q3 		$3K Buy
156
+10
+7% +$207 ﹤0.01% 1618
2022
Q2 		$3K Sell
146
-161
-52% -$3.39K ﹤0.01% 1525
2022
Q1 		$7K Buy
307
+5
+2% +$109 ﹤0.01% 1407
2021
Q4 		$7K Buy
+302
New +$6.69K 0.01% 1152

Other funds holding HYZD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Covestor's HYZD Position: Q4 2022 in Review

Covestor sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 156 shares — an estimated $3K sold.

Covestor first reported a position in HYZD in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

  • Covestor reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 156 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $3K.
  • Covestor first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 4 quarters.
  • Covestor's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.