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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,835
Closed -$153K 3569
2020
Q1
$153K Buy
10,835
+451
+4% +$7.77K ﹤0.01% 2894
2019
Q4
$195K Sell
10,384
-8,976
-46% -$166K ﹤0.01% 3110
2019
Q3
$356K Sell
19,360
-4,723
-20% -$88.4K ﹤0.01% 2541
2019
Q2
$461K Sell
24,083
-3,729
-13% -$73.8K ﹤0.01% 2337
2019
Q1
$555K Sell
27,812
-16,309
-37% -$328K ﹤0.01% 2153
2018
Q4
$854K Buy
44,121
+1,975
+5% +$41.4K ﹤0.01% 1654
2018
Q3
$908K Buy
42,146
+13,644
+48% +$290K ﹤0.01% 1740
2018
Q2
$598K Buy
28,502
+11,149
+64% +$238K ﹤0.01% 2041
2018
Q1
$367K Buy
+17,353
New +$368K ﹤0.01% 2432

LPL Financial's HYND Position: Q2 2020 in Review

LPL Financial sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q2 2020, closing a stake of 10,835 shares — an estimated $153K sold.

LPL Financial first reported a position in HYND in Q1 2018 and held it in 9 quarters. The position peaked at $908K in Q3 2018. 0 funds tracked by Wall St. Rank hold HYND as of Q2 2020.

  • LPL Financial reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q2 2020 after selling out during the quarter.
  • LPL Financial sold 10,835 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q2 2020, an estimated $153K.
  • LPL Financial first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q1 2018 and held it in 9 quarters.
  • LPL Financial's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $908K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q2 2020.

Based on LPL Financial's 13F filing for Q2 2020, filed 13 Aug 2020.