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

Flagship Harbor 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
2020 Q4	–	Sell	-66	Closed	-$1K	–	1060
2020 Q3	$1K	Hold	66	–	–	﹤0.01%	1822
2020 Q2	$1K	Buy	+66	New	+$1.32K	﹤0.01%	1908

Other funds holding HYZD

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $333M AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Flagship Harbor Advisors's HYZD Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2020, closing a stake of 66 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in HYZD in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 39 funds tracked by Wall St. Rank hold HYZD as of Q4 2020.

Flagship Harbor Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 66 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2020, an estimated $1K.
Flagship Harbor Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2020 and held it in 2 quarters.
Flagship Harbor Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1K in Q3 2020.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.