Dynamic Advisor Solutions’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-9,710	Closed	-$202K	–	698
2020 Q3	$202K	Buy	+9,710	New	+$203K	0.02%	526
2020 Q1	–	Sell	-10,310	Closed	-$239K	–	541
2019 Q4	$239K	Hold	10,310	–	–	0.03%	461
2019 Q3	$237K	Sell	10,310 -500	-5%	-$11.6K	0.04%	426
2019 Q2	$252K	Buy	+10,810	New	+$253K	0.04%	402

Other funds holding HYZD

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

ACM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynamic Advisor Solutions's HYZD Position: Q4 2020 in Review

Dynamic Advisor Solutions sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2020, closing a stake of 9,710 shares — an estimated $202K sold.

Dynamic Advisor Solutions first reported a position in HYZD in Q2 2019 and held it in 4 quarters. The position peaked at $252K in Q2 2019. 39 funds tracked by Wall St. Rank hold HYZD as of Q4 2020.

Dynamic Advisor Solutions reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 9,710 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2020, an estimated $202K.
Dynamic Advisor Solutions first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2019 and held it in 4 quarters.
Dynamic Advisor Solutions's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $252K in Q2 2019.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2020, filed 3 Feb 2021.