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

IFP 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
-441
Closed -$13K – 4704
2022
Q3 		$13K Hold
441
– – ﹤0.01% 3446
2022
Q2 		$13K Hold
441
– – ﹤0.01% 3192
2022
Q1 		$13K Sell
441
-2,308
-84% -$50.2K ﹤0.01% 3192
2021
Q4 		$61K Sell
2,749
-4,858
-64% -$108K ﹤0.01% 1480
2021
Q3 		$167K Sell
7,607
-4,026
-35% -$89.3K ﹤0.01% 1053
2021
Q2 		$259K Buy
11,633
+10,537
+961% +$233K 0.01% 786
2021
Q1 		$20K Sell
1,096
-21,800
-95% -$480K ﹤0.01% 1851
2020
Q4 		$501K Buy
+22,896
New +$490K 0.02% 505
2020
Q3 		– Sell
-17,685
Closed -$369K – 2914
2020
Q2 		$360K Buy
+17,685
New +$354K 0.03% 491
2020
Q1 		– Sell
-2,469
Closed -$54K – 2868
2019
Q4 		$58K Buy
2,469
+2,361
+2,186% +$54.3K ﹤0.01% 1194
2019
Q3 		$2K Buy
+108
New +$2.5K ﹤0.01% 2695
2019
Q1 		– Sell
-12,817
Closed -$288K – 2825
2018
Q4 		$288K Sell
12,817
-3,517
-22% -$82.9K 0.02% 730
2018
Q3 		$395K Sell
16,334
-150
-0.9% -$3.62K 0.02% 779
2018
Q2 		$394K Buy
16,484
+15,574
+1,711% +$375K 0.02% 755
2018
Q1 		$22K Hold
910
– – ﹤0.01% 2323
2017
Q4 		$22K Sell
910
-14,150
-94% -$342K ﹤0.01% 2356
2017
Q3 		$363K Sell
15,060
-600
-4% -$14.4K 0.01% 829
2017
Q2 		$376K Sell
15,660
-200
-1% -$4.81K 0.02% 799
2017
Q1 		$380K Buy
15,860
+15,050
+1,858% +$361K 0.02% 801
2016
Q4 		$19K Hold
810
– – ﹤0.01% 2498
2016
Q3 		$19K Hold
810
– – ﹤0.01% 2433
2016
Q2 		$18K Buy
+810
New +$18.1K ﹤0.01% 2405

Other funds holding HYZD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

IFP Advisors's HYZD Position: Q4 2022 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 441 shares — an estimated $13K sold.

IFP Advisors first reported a position in HYZD in Q2 2016 and held it in 22 quarters. The position peaked at $501K in Q4 2020. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

  • IFP 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.
  • IFP Advisors sold 441 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $13K.
  • IFP Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2016 and held it in 22 quarters.
  • IFP Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $501K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.