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FDx Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

FDx Advisors’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
-11,226
Closed -$272K – 656
2018
Q3 		$272K Buy
11,226
+7
+0.1% +$169 0.01% 731
2018
Q2 		$268K Buy
+11,219
New +$270K 0.01% 760

Other funds holding HYZD

Jane Street
Jane Street New York $777B AUM 61.18% 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 $85.5M AUM 3.46% 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 $1.92B AUM 16.97% 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 $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDx Advisors's HYZD Position: Q4 2018 in Review

FDx Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2018, closing a stake of 11,226 shares — an estimated $272K sold.

FDx Advisors first reported a position in HYZD in Q2 2018 and held it in 2 quarters. The position peaked at $272K in Q3 2018. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2018.

  • FDx Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 11,226 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2018, an estimated $272K.
  • FDx Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 2 quarters.
  • FDx Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $272K 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 FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.