Creative Planning
HYZD icon

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

Creative Planning’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
2017
Q3 		– Sell
-1,156
Closed -$28K – 2719
2017
Q2 		$28K Buy
+1,156
New +$27.8K ﹤0.01% 2931
2014
Q4 		– Sell
-3,000
Closed -$74K – 4239
2014
Q3 		$74K Buy
+3,000
New +$74.9K ﹤0.01% 1660

Other funds holding HYZD

ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's HYZD Position: Q3 2017 in Review

Creative Planning sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2017, closing a stake of 1,156 shares — an estimated $28K sold.

Creative Planning first reported a position in HYZD in Q3 2014 and held it in 2 quarters. The position peaked at $74K in Q3 2014. 20 funds tracked by Wall St. Rank hold HYZD as of Q3 2017.

  • Creative Planning reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,156 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2017, an estimated $28K.
  • Creative Planning first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and held it in 2 quarters.
  • Creative Planning's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $74K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.