Creative Financial Designs’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-1,495	Closed	-$35K	–	528
2019 Q4	$35K	Hold	1,495	–	–	0.02%	277
2019 Q3	$34K	Hold	1,495	–	–	0.02%	272
2019 Q2	$35K	Buy	1,495 +100	+7%	+$2.34K	0.02%	257
2019 Q1	$32K	Hold	1,395	–	–	0.02%	253
2018 Q4	$31K	Hold	1,395	–	–	0.02%	239
2018 Q3	$34K	Hold	1,395	–	–	0.02%	265
2018 Q2	$33K	Buy	+1,395	New	+$33.6K	0.02%	289

Other funds holding HYZD

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ACM

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

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Creative Financial Designs's HYZD Position: Q1 2020 in Review

Creative Financial Designs sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 1,495 shares — an estimated $35K sold.

Creative Financial Designs first reported a position in HYZD in Q2 2018 and held it in 7 quarters. The position peaked at $35K in Q4 2019. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

Creative Financial Designs reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 1,495 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $35K.
Creative Financial Designs first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 7 quarters.
Creative Financial Designs's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $35K in Q4 2019.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.