LifePlan Financial Group’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

LifePlan Financial Group’s Portfolio HYND Stock Details HYND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,817	Closed	-$35K	–	571
2019 Q2	$35K	Sell	1,817 -1,640	-47%	-$32.5K	0.02%	282
2019 Q1	$69K	Hold	3,457	–	–	0.04%	213
2018 Q4	$67K	Hold	3,457	–	–	0.04%	207
2018 Q3	$74K	Buy	+3,457	New	+$73.5K	0.04%	209

Other funds holding HYND

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LifePlan Financial Group's HYND Position: Q3 2019 in Review

LifePlan Financial Group sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q3 2019, closing a stake of 1,817 shares — an estimated $35K sold.

LifePlan Financial Group first reported a position in HYND in Q3 2018 and held it in 4 quarters. The position peaked at $74K in Q3 2018. 17 funds tracked by Wall St. Rank hold HYND as of Q3 2019.

LifePlan Financial Group reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 1,817 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q3 2019, an estimated $35K.
LifePlan Financial Group first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q3 2018 and held it in 4 quarters.
LifePlan Financial Group's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $74K in Q3 2018.
17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.