Eudaimonia Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Eudaimonia Partners’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
2022 Q2	–	Sell	-75,705	Closed	-$1.66M	–	410
2022 Q1	$1.66M	Buy	+75,705	New	+$1.65M	0.28%	93
2021 Q3	$1.48M	Buy	+66,557	New	+$1.48M	0.27%	105
2021 Q2	–	Sell	-885	Closed	-$20K	–	813
2021 Q1	$20K	Sell	885 -2,526	-74%	-$55.6K	﹤0.01%	937
2020 Q4	$74K	Buy	3,411 +2,006	+143%	+$42.9K	0.02%	514
2020 Q3	$29K	Sell	1,405 -3,864	-73%	-$80.7K	0.01%	700
2020 Q2	$106K	Buy	5,269 +2,134	+68%	+$42.8K	0.04%	342
2020 Q1	$59K	Sell	3,135 -1,848	-37%	-$40.4K	0.03%	426
2019 Q4	$115K	Buy	+4,983	New	+$115K	0.05%	331

Other funds holding HYZD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Eudaimonia Partners's HYZD Position: Q2 2022 in Review

Eudaimonia Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2022, closing a stake of 75,705 shares — an estimated $1.66M sold.

Eudaimonia Partners first reported a position in HYZD in Q4 2019 and held it in 8 quarters. The position peaked at $1.66M in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q2 2022.

Eudaimonia Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2022 after selling out during the quarter.
Eudaimonia Partners sold 75,705 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2022, an estimated $1.66M.
Eudaimonia Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and held it in 8 quarters.
Eudaimonia Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.66M in Q1 2022.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2022.

Based on Eudaimonia Partners's 13F filing for Q2 2022, filed 9 Aug 2022.