CCM
HYZD icon

CWH Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

CWH Capital Management’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
2018
Q4 		– Sell
-196,750
Closed -$4.76M – 53
2018
Q3 		$4.76M Buy
196,750
+2,655
+1% +$64K 2.2% 16
2018
Q2 		$4.64M Buy
+194,095
New +$4.67M 2.1% 16

Other funds holding HYZD

Jane Street
Jane Street New York $1.21T AUM 78.12% 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
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWH Capital Management's HYZD Position: Q4 2018 in Review

CWH Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2018, closing a stake of 196,750 shares — an estimated $4.76M sold.

CWH Capital Management first reported a position in HYZD in Q2 2018 and held it in 2 quarters. The position peaked at $4.76M in Q3 2018. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2018.

  • CWH Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2018 after selling out during the quarter.
  • CWH Capital Management sold 196,750 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2018, an estimated $4.76M.
  • CWH Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 2 quarters.
  • CWH Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4.76M in Q3 2018.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2018.

Based on CWH Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.