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Joseph P. Lucia & Associates’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-200
Closed -$4K – 305
2021
Q3 		$4K Buy
+200
New +$4.44K ﹤0.01% 455

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

Joseph P. Lucia & Associates's HYZD Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2021, closing a stake of 200 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in HYZD in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 62 funds tracked by Wall St. Rank hold HYZD as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2021, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $4K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.