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

MSI 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
2016 Q3	–	Sell	-572	Closed	-$13K	–	3931
2016 Q2	$13K	Sell	572 -269	-32%	-$6.01K	﹤0.01%	2601
2016 Q1	$18K	Hold	841	–	–	﹤0.01%	2371
2015 Q4	$18K	Buy	+841	New	+$18.9K	﹤0.01%	2372
2014 Q4	–	Sell	-408	Closed	-$10K	–	2705
2014 Q3	$10K	Buy	+408	New	+$10.2K	﹤0.01%	1818

Other funds holding HYZD

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

MSI Financial Services's HYZD Position: Q3 2016 in Review

MSI Financial Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2016, closing a stake of 572 shares — an estimated $13K sold.

MSI Financial Services first reported a position in HYZD in Q3 2014 and held it in 4 quarters. The position peaked at $18K in Q1 2016. 11 funds tracked by Wall St. Rank hold HYZD as of Q3 2016.

MSI Financial Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2016 after selling out during the quarter.
MSI Financial Services sold 572 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2016, an estimated $13K.
MSI Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2014 and held it in 4 quarters.
MSI Financial Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $18K in Q1 2016.
11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.