First Allied Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

First Allied Advisory 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 Q4	–	Sell	-2,235	Closed	-$52K	–	1367
2019 Q3	$52K	Buy	+2,235	New	+$51.8K	﹤0.01%	1345
2018 Q1	–	Sell	-1,910	Closed	-$47K	–	1291
2017 Q4	$47K	Buy	+1,910	New	+$46.1K	﹤0.01%	1310

Other funds holding HYZD

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Allied Advisory Services's HYZD Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2019, closing a stake of 2,235 shares — an estimated $52K sold.

First Allied Advisory Services first reported a position in HYZD in Q4 2017 and held it in 2 quarters. The position peaked at $52K in Q3 2019. 64 funds tracked by Wall St. Rank hold HYZD as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,235 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2019, an estimated $52K.
First Allied Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $52K in Q3 2019.
64 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.