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Ladenburg Thalmann Financial Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$2.18M Buy
94,126
+15,566
+20% +$358K 0.01% 825
2019
Q3 		$1.81M Buy
78,560
+12,075
+18% +$280K 0.01% 865
2019
Q2 		$1.55M Sell
66,485
-163,310
-71% -$3.82M 0.01% 934
2019
Q1 		$5.34M Buy
229,795
+7,742
+3% +$180K 0.04% 416
2018
Q4 		$4.98M Buy
222,053
+11,394
+5% +$268K 0.04% 372
2018
Q3 		$5.1M Buy
210,659
+194,430
+1,198% +$4.69M 0.04% 390
2018
Q2 		$388K Hold
16,229
– – ﹤0.01% 1745
2018
Q1 		$388K Buy
16,229
+6,890
+74% +$166K ﹤0.01% 1745
2017
Q4 		$226K Buy
9,339
+7,439
+392% +$180K ﹤0.01% 2126
2017
Q3 		$46K Buy
1,900
+1,011
+114% +$24.3K ﹤0.01% 3139
2017
Q2 		$21K Buy
889
+10
+1% +$240 ﹤0.01% 3581
2017
Q1 		$21K Buy
+879
New +$21.1K ﹤0.01% 3529

Other funds holding HYZD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HYZD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 20% in Q4 2019, buying an estimated $358K and bringing the position to 94,126 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #825.

Ladenburg Thalmann Financial Services first reported a position in HYZD in Q1 2017 and has held it in 12 quarters since. The position peaked at $5.34M in Q1 2019. 64 funds tracked by Wall St. Rank hold HYZD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 94,126 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.18M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 15,566 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2019, an estimated $358K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #825 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2017 and has held it in 12 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $5.34M in Q1 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.