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

Disciplined Investments’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
-50
Closed -$1K – 444
2019
Q4 		$1K Buy
+50
New +$1.15K ﹤0.01% 407

Other funds holding HYZD

Jane Street
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ML
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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

Disciplined Investments's HYZD Position: Q1 2020 in Review

Disciplined Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Disciplined Investments first reported a position in HYZD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

  • Disciplined Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Disciplined Investments sold 50 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $1K.
  • Disciplined Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and held it in 1 quarter.
  • Disciplined Investments's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1K 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 Disciplined Investments's 13F filing for Q1 2020, filed 19 May 2020.