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

HighTower 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
2023 Q1	–	Sell	-13,543	Closed	-$280K	–	3537
2022 Q4	$280K	Buy	+13,543	New	+$281K	﹤0.01%	2518
2020 Q1	–	Sell	-40,388	Closed	-$934K	–	2355
2019 Q4	$934K	Sell	40,388 -13,926	-26%	-$321K	0.01%	1174
2019 Q3	$1.25M	Buy	54,314 +4,939	+10%	+$114K	0.01%	1070
2019 Q2	$1.15M	Buy	49,375 +5,136	+12%	+$120K	0.01%	1132
2019 Q1	$1.03M	Sell	44,239 -2,502	-5%	-$58.3K	0.01%	1125
2018 Q4	$1.04M	Sell	46,741 -5,757	-11%	-$136K	0.01%	1021
2018 Q3	$1.27M	Buy	52,498 +14,059	+37%	+$339K	0.01%	1023
2018 Q2	$920K	Buy	38,439 +14,439	+60%	+$347K	0.01%	1156
2018 Q1	$571K	Sell	24,000 -6,431	-21%	-$155K	﹤0.01%	1348
2017 Q4	$730K	Buy	30,431 +13,108	+76%	+$317K	0.01%	1274
2017 Q3	$410K	Buy	+17,323	New	+$417K	﹤0.01%	1534

Other funds holding HYZD

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

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

Jane Street New York $777B AUM 61.18% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HighTower Advisors's HYZD Position: Q1 2023 in Review

HighTower Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 13,543 shares — an estimated $280K sold.

HighTower Advisors first reported a position in HYZD in Q3 2017 and held it in 11 quarters. The position peaked at $1.27M in Q3 2018. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

HighTower Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 13,543 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $280K.
HighTower Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2017 and held it in 11 quarters.
HighTower Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.27M in Q3 2018.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.