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

KCS Wealth Advisory’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
2023 Q3	$1.1M	Sell	52,038 -6,943	-12%	-$147K	0.47%	62
2023 Q2	$1.24M	Buy	58,981 +1,193	+2%	+$24.6K	0.43%	65
2023 Q1	$1.2M	Buy	+57,788	New	+$1.21M	0.45%	62

Other funds holding HYZD

BRWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KCS Wealth Advisory's HYZD Position: Q3 2023 in Review

KCS Wealth Advisory reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 12% in Q3 2023, selling an estimated $147K and leaving 52,038 shares worth $1.1M. The position accounts for 0.47% of the portfolio, ranked #62.

KCS Wealth Advisory first reported a position in HYZD in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.24M in Q2 2023. 54 funds tracked by Wall St. Rank hold HYZD as of Q3 2023.

KCS Wealth Advisory held 52,038 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.1M as of Q3 2023.
KCS Wealth Advisory sold 6,943 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2023, an estimated $147K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.47% of KCS Wealth Advisory's portfolio in Q3 2023, its #62 holding.
KCS Wealth Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2023 and has held it in 3 quarters since.
KCS Wealth Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.24M in Q2 2023.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.