IFP Advisors’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

IFP Advisors’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
2019 Q4	–	Sell	-93	Closed	-$1.72K	–	3344
2019 Q3	$2K	Buy	+93	New	+$1.74K	﹤0.01%	2781
2019 Q1	$26K	Sell	1,300 -13,892	-91%	-$280K	﹤0.01%	1239
2018 Q4	$296K	Buy	15,192 +1,356	+10%	+$28.4K	0.02%	720
2018 Q3	$298K	Sell	13,836 -404	-3%	-$8.59K	0.01%	891
2018 Q2	$299K	Buy	+14,240	New	+$304K	0.01%	878
2017 Q3	–	Sell	-377	Closed	-$8K	–	4414
2017 Q2	$8K	Hold	377	–	–	﹤0.01%	3202
2017 Q1	$8K	Hold	377	–	–	﹤0.01%	3091
2016 Q4	$8K	Hold	377	–	–	﹤0.01%	3088
2016 Q3	$7K	Hold	377	–	–	﹤0.01%	3108
2016 Q2	$7K	Sell	377 -923	-71%	-$17.6K	﹤0.01%	2995
2016 Q1	$26K	Buy	1,300 +923	+245%	+$17K	﹤0.01%	1234
2015 Q4	$7K	Buy	+377	New	+$7.56K	﹤0.01%	2831

Other funds holding HYND

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

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

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

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

IFP Advisors's HYND Position: Q4 2019 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q4 2019, closing a stake of 93 shares — an estimated $1.72K sold.

IFP Advisors first reported a position in HYND in Q4 2015 and held it in 12 quarters. The position peaked at $299K in Q2 2018. 13 funds tracked by Wall St. Rank hold HYND as of Q4 2019.

IFP Advisors reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q4 2019 after selling out during the quarter.
IFP Advisors sold 93 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q4 2019, an estimated $1.72K.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $299K in Q2 2018.
13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.