Money Concepts Capital’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-514	Closed	-$10.6K	–	1608
2022 Q4	$10.6K	Buy	+514	New	+$10.7K	﹤0.01%	1981
2021 Q1	$2K	Sell	69 -44	-39%	-$968	﹤0.01%	691
2020 Q4	$2K	Buy	+113	New	+$2.42K	﹤0.01%	638

Other funds holding HYZD

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

BRWA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Money Concepts Capital's HYZD Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 514 shares — an estimated $10.6K sold.

Money Concepts Capital first reported a position in HYZD in Q4 2020 and held it in 3 quarters. The position peaked at $10.6K in Q4 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 514 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $10.6K.
Money Concepts Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2020 and held it in 3 quarters.
Money Concepts Capital's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $10.6K in Q4 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.