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 $962M AUM 8.45% 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 $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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 $1.57B AUM 20.25% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mutual Advisors's HYZD Position: Q1 2019 in Review

Mutual Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2019, closing a stake of 9,376 shares — an estimated $210K sold.

Mutual Advisors first reported a position in HYZD in Q4 2017 and held it in 5 quarters. The position peaked at $286K in Q2 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q1 2019.

Mutual Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2019 after selling out during the quarter.
Mutual Advisors sold 9,376 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2019, an estimated $210K.
Mutual Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 5 quarters.
Mutual Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $286K in Q2 2018.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2019.

Based on Mutual Advisors's 13F filing for Q1 2019, filed 15 May 2019.