HBK Sorce Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

HBK Sorce Advisory’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 Q1	–	Sell	-11,544	Closed	-$267K	–	426
2019 Q4	$267K	Hold	11,544	–	–	0.02%	365
2019 Q3	$266K	Sell	11,544 -272	-2%	-$6.3K	0.03%	345
2019 Q2	$275K	Sell	11,816 -13,441	-53%	-$315K	0.03%	338
2019 Q1	$587K	Sell	25,257 -119,979	-83%	-$2.79M	0.06%	226
2018 Q4	$3.26M	Buy	+145,236	New	+$3.42M	0.37%	59
2018 Q1	–	Sell	-16,570	Closed	-$400K	–	392
2017 Q4	$400K	Buy	+16,570	New	+$400K	0.05%	256
2016 Q1	–	Sell	-46,228	Closed	-$1.01M	–	251
2015 Q4	$1.01M	Buy	+46,228	New	+$1.04M	0.26%	60

Other funds holding HYZD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BRWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

HBK Sorce Advisory's HYZD Position: Q1 2020 in Review

HBK Sorce Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2020, closing a stake of 11,544 shares — an estimated $267K sold.

HBK Sorce Advisory first reported a position in HYZD in Q4 2015 and held it in 7 quarters. The position peaked at $3.26M in Q4 2018. 47 funds tracked by Wall St. Rank hold HYZD as of Q1 2020.

HBK Sorce Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2020 after selling out during the quarter.
HBK Sorce Advisory sold 11,544 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2020, an estimated $267K.
HBK Sorce Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2015 and held it in 7 quarters.
HBK Sorce Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $3.26M in Q4 2018.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2020.

Based on HBK Sorce Advisory's 13F filing for Q1 2020, filed 15 May 2020.