IWM
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IHT Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

IHT Wealth Management’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
2019
Q3 		– Sell
-8,741
Closed -$204K – 623
2019
Q2 		$204K Hold
8,741
– – 0.03% 490
2019
Q1 		$203K Buy
+8,741
New +$204K 0.03% 461

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IHT Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2019, closing a stake of 8,741 shares — an estimated $204K sold.

IHT Wealth Management first reported a position in HYZD in Q1 2019 and held it in 2 quarters. The position peaked at $204K in Q2 2019. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2019.

  • IHT Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
  • IHT Wealth Management sold 8,741 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2019, an estimated $204K.
  • IHT Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2019 and held it in 2 quarters.
  • IHT Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $204K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2019.

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