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

Greytown 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
2022 Q4	–	Sell	-10,000	Closed	-$201K	–	99
2022 Q3	$201K	Hold	10,000	–	–	0.12%	88
2022 Q2	$199K	Hold	10,000	–	–	0.11%	94
2022 Q1	$219K	Hold	10,000	–	–	0.11%	102
2021 Q4	$223K	Hold	10,000	–	–	0.09%	103
2021 Q3	$222K	Hold	10,000	–	–	0.1%	99
2021 Q2	$223K	Hold	10,000	–	–	0.11%	93
2021 Q1	$221K	Buy	+10,000	New	+$220K	0.11%	91

Other funds holding HYZD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Greytown Advisors's HYZD Position: Q4 2022 in Review

Greytown Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 10,000 shares — an estimated $201K sold.

Greytown Advisors first reported a position in HYZD in Q1 2021 and held it in 7 quarters. The position peaked at $223K in Q4 2021. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

Greytown Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2022 after selling out during the quarter.
Greytown Advisors sold 10,000 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $201K.
Greytown Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2021 and held it in 7 quarters.
Greytown Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $223K in Q4 2021.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Greytown Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.