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

Jackson Creek Investment 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	-28,261	Closed	-$569K	–	333
2022 Q3	$569K	Buy	28,261 +769	+3%	+$15.9K	0.27%	200
2022 Q2	$572K	Buy	27,492 +933	+4%	+$19.7K	0.23%	212
2022 Q1	$582K	Buy	+26,559	New	+$578K	0.21%	219

Other funds holding HYZD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jackson Creek Investment Advisors's HYZD Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 28,261 shares — an estimated $569K sold.

Jackson Creek Investment Advisors first reported a position in HYZD in Q1 2022 and held it in 3 quarters. The position peaked at $582K in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

Jackson Creek Investment 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.
Jackson Creek Investment Advisors sold 28,261 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $569K.
Jackson Creek Investment Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 3 quarters.
Jackson Creek Investment Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $582K in Q1 2022.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.