M&R Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

M&R Capital Management’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
2024 Q3	$44.3K	Hold	2,000	–	–	0.01%	244
2024 Q2	$43.7K	Hold	2,000	–	–	0.01%	236
2024 Q1	$44.1K	Hold	2,000	–	–	0.01%	236
2023 Q4	$43.2K	Hold	2,000	–	–	0.01%	261
2023 Q3	$42.2K	Hold	2,000	–	–	0.01%	251
2023 Q2	$42K	Hold	2,000	–	–	0.01%	258
2023 Q1	$41.5K	Hold	2,000	–	–	0.01%	246
2022 Q4	$41.3K	Hold	2,000	–	–	0.01%	239
2022 Q3	$40K	Hold	2,000	–	–	0.01%	233
2022 Q2	$39K	Hold	2,000	–	–	0.01%	243
2022 Q1	$43K	Hold	2,000	–	–	0.01%	246
2021 Q4	$44K	Hold	2,000	–	–	0.01%	243
2021 Q3	$44K	Hold	2,000	–	–	0.01%	238
2021 Q2	$44K	Hold	2,000	–	–	0.01%	245
2021 Q1	$44K	Buy	2,000 +1,000	+100%	+$22K	0.01%	235
2020 Q4	$21K	Hold	1,000	–	–	﹤0.01%	299
2020 Q3	$20K	Hold	1,000	–	–	0.01%	307
2020 Q2	$20K	Hold	1,000	–	–	0.01%	310
2020 Q1	$18K	Hold	1,000	–	–	0.01%	313
2019 Q4	$23K	Sell	1,000 -2,000	-67%	-$46K	0.01%	322
2019 Q3	$69K	Sell	3,000 -300	-9%	-$6.95K	0.02%	242
2019 Q2	$76K	Hold	3,300	–	–	0.02%	236
2019 Q1	$77K	Hold	3,300	–	–	0.02%	237
2018 Q4	$73K	Buy	3,300 +3,000	+1,000%	+$70.7K	0.02%	229
2018 Q3	$7K	Buy	+300	New	+$7.23K	﹤0.01%	455

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

M&R Capital Management's HYZD Position: Q3 2024 in Review

M&R Capital Management held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q3 2024 at 2,000 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #244.

M&R Capital Management first reported a position in HYZD in Q3 2018 and has held it in 25 quarters since. The position peaked at $77K in Q1 2019. 50 funds tracked by Wall St. Rank hold HYZD as of Q3 2024.

M&R Capital Management held 2,000 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $44.3K as of Q3 2024.
M&R Capital Management left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q3 2024.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #244 holding.
M&R Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2018 and has held it in 25 quarters since.
M&R Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $77K in Q1 2019.
50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.