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Fortitude Family Office’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Fortitude Family Office’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
2024
Q4 		– Sell
-339
Closed -$7.5K – 1340
2024
Q3 		$7.5K Buy
+339
New +$7.44K ﹤0.01% 644

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Fortitude Family Office's HYZD Position: Q4 2024 in Review

Fortitude Family Office sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2024, closing a stake of 339 shares — an estimated $7.5K sold.

Fortitude Family Office first reported a position in HYZD in Q3 2024 and held it in 1 quarter. The position peaked at $7.5K in Q3 2024. 55 funds tracked by Wall St. Rank hold HYZD as of Q4 2024.

  • Fortitude Family Office reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Fortitude Family Office sold 339 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2024, an estimated $7.5K.
  • Fortitude Family Office first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2024 and held it in 1 quarter.
  • Fortitude Family Office's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7.5K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2024.

Based on Fortitude Family Office's 13F filing for Q4 2024, filed 10 Jan 2025.