IHT Wealth Management’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-12,972
Closed -$248K 643
2019
Q2
$248K Buy
12,972
+385
+3% +$7.62K 0.04% 443
2019
Q1
$251K Buy
+12,587
New +$253K 0.04% 401

Other funds holding HYND

IHT Wealth Management's HYND Position: Q3 2019 in Review

IHT Wealth Management sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q3 2019, closing a stake of 12,972 shares — an estimated $248K sold.

IHT Wealth Management first reported a position in HYND in Q1 2019 and held it in 2 quarters. The position peaked at $251K in Q1 2019. 17 funds tracked by Wall St. Rank hold HYND as of Q3 2019.

  • IHT Wealth Management reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
  • IHT Wealth Management sold 12,972 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q3 2019, an estimated $248K.
  • IHT Wealth Management first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q1 2019 and held it in 2 quarters.
  • IHT Wealth Management's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $251K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.