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Jacobi Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Jacobi Capital 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
2020
Q4 		– Sell
-16
Closed – – 1327
2020
Q3 		$0 Buy
+16
New +$334 ﹤0.01% 1267

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Jacobi Capital Management's HYZD Position: Q4 2020 in Review

Jacobi Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2020, closing a stake of 16 shares.

Jacobi Capital Management first reported a position in HYZD in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 39 funds tracked by Wall St. Rank hold HYZD as of Q4 2020.

  • Jacobi Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 16 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2020.
  • Jacobi Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2020 and held it in 1 quarter.
  • Jacobi Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $0 in Q3 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.