Invenio Wealth Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Invenio Wealth Partners’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
2024 Q1	–	Sell	-9,985	Closed	-$216K	–	103
2023 Q4	$216K	Hold	9,985	–	–	0.16%	89
2023 Q3	$211K	Sell	9,985 -680	-6%	-$14.4K	0.19%	82
2023 Q2	$224K	Buy	+10,665	New	+$220K	0.25%	70

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invenio Wealth Partners's HYZD Position: Q1 2024 in Review

Invenio Wealth Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2024, closing a stake of 9,985 shares — an estimated $216K sold.

Invenio Wealth Partners first reported a position in HYZD in Q2 2023 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Invenio Wealth Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2024 after selling out during the quarter.
Invenio Wealth Partners sold 9,985 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $216K.
Invenio Wealth Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2023 and held it in 3 quarters.
Invenio Wealth Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $224K in Q2 2023.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Invenio Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.