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Financial Gravity Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Financial Gravity Asset Management’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
Q4 		$13K Buy
+580
New +$13.3K 0.01% 1136

Other funds holding HYZD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Financial Gravity Asset Management's HYZD Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2019: 580 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #1136 among its holdings.

64 funds tracked by Wall St. Rank hold HYZD as of Q4 2019.

  • Financial Gravity Asset Management held 580 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $13K as of Q4 2019.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Financial Gravity Asset Management position in Q4 2019.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1136 holding.
  • 64 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.