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

Econ Financial Services’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
2019 Q2	$2.78M	Buy	119,427 +4,650	+4%	+$109K	3.85%	7
2019 Q1	$2.67M	Buy	114,777 +57,857	+102%	+$1.35M	3.99%	8
2018 Q4	$1.28M	Buy	+56,920	New	+$1.34M	1.94%	19

Other funds holding HYZD

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

ACM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Econ Financial Services's HYZD Position: Q2 2019 in Review

Econ Financial Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 4.1% in Q2 2019, buying an estimated $109K and bringing the position to 119,427 shares worth $2.78M. The position accounts for 3.85% of the portfolio, ranked #7.

Econ Financial Services first reported a position in HYZD in Q4 2018 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HYZD as of Q2 2019.

Econ Financial Services held 119,427 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.78M as of Q2 2019.
Econ Financial Services bought 4,650 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2019, an estimated $109K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 3.85% of Econ Financial Services's portfolio in Q2 2019, its #7 holding.
Econ Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.