Great Valley Advisor Group’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

Great Valley Advisor Group’s Portfolio HYND Stock Details HYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-40,040	Closed	-$565K	–	442
2020 Q1	$565K	Buy	+40,040	New	+$689K	0.15%	168
2019 Q4	–	Sell	-12,313	Closed	-$227K	–	376
2019 Q3	$227K	Buy	12,313 +298	+2%	+$5.58K	0.05%	311
2019 Q2	$230K	Buy	12,015 +430	+4%	+$8.51K	0.06%	298
2019 Q1	$231K	Buy	11,585 +490	+4%	+$9.86K	0.07%	263
2018 Q4	$354K	Buy	+11,095	New	+$232K	0.13%	145

Great Valley Advisor Group's HYND Position: Q2 2020 in Review

Great Valley Advisor Group sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q2 2020, closing a stake of 40,040 shares — an estimated $565K sold.

Great Valley Advisor Group first reported a position in HYND in Q4 2018 and held it in 5 quarters. The position peaked at $565K in Q1 2020. 0 funds tracked by Wall St. Rank hold HYND as of Q2 2020.

Great Valley Advisor Group reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q2 2020 after selling out during the quarter.
Great Valley Advisor Group sold 40,040 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q2 2020, an estimated $565K.
Great Valley Advisor Group first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q4 2018 and held it in 5 quarters.
Great Valley Advisor Group's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $565K in Q1 2020.
0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.