J.W. Cole Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

J.W. Cole 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
2021 Q1	–	Sell	-11,155	Closed	-$243K	–	681
2020 Q4	$243K	Buy	11,155 +519	+5%	+$11.1K	0.03%	540
2020 Q3	$221K	Sell	10,636 -14,865	-58%	-$310K	0.02%	643
2020 Q2	$513K	Buy	+25,501	New	+$511K	0.08%	221
2020 Q1	–	Sell	-38,672	Closed	-$896K	–	276
2019 Q4	$896K	Buy	+38,672	New	+$890K	0.11%	201

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

J.W. Cole Advisors's HYZD Position: Q1 2021 in Review

J.W. Cole Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2021, closing a stake of 11,155 shares — an estimated $243K sold.

J.W. Cole Advisors first reported a position in HYZD in Q4 2019 and held it in 4 quarters. The position peaked at $896K in Q4 2019. 39 funds tracked by Wall St. Rank hold HYZD as of Q1 2021.

J.W. Cole Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2021 after selling out during the quarter.
J.W. Cole Advisors sold 11,155 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2021, an estimated $243K.
J.W. Cole Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and held it in 4 quarters.
J.W. Cole Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $896K in Q4 2019.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2021.

Based on J.W. Cole Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.