MA
HYZD icon

Mutual Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Mutual Advisors’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
2019
Q1 		– Sell
-9,376
Closed -$210K – 488
2018
Q4 		$210K Sell
9,376
-2,000
-18% -$47.1K 0.04% 391
2018
Q3 		$275K Sell
11,376
-600
-5% -$14.5K 0.04% 386
2018
Q2 		$286K Buy
11,976
+641
+6% +$15.4K 0.07% 335
2018
Q1 		$271K Hold
11,335
– – 0.07% 329
2017
Q4 		$274K Buy
+11,335
New +$274K 0.1% 228

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return