First Heartland Consultants’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

First Heartland Consultants’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
2021 Q4	–	Sell	-36,671	Closed	-$815K	–	392
2021 Q3	$815K	Buy	36,671 +11,039	+43%	+$245K	0.12%	148
2021 Q2	$571K	Buy	+25,632	New	+$568K	0.09%	189

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

NWM

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

First Heartland Consultants's HYZD Position: Q4 2021 in Review

First Heartland Consultants sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2021, closing a stake of 36,671 shares — an estimated $815K sold.

First Heartland Consultants first reported a position in HYZD in Q2 2021 and held it in 2 quarters. The position peaked at $815K in Q3 2021. 62 funds tracked by Wall St. Rank hold HYZD as of Q4 2021.

First Heartland Consultants reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 36,671 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2021, an estimated $815K.
First Heartland Consultants first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2021 and held it in 2 quarters.
First Heartland Consultants's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $815K in Q3 2021.
62 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.