NEIRG Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

NEIRG Wealth 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
2023 Q1	–	Sell	-130,253	Closed	-$2.69M	–	148
2022 Q4	$2.69M	Buy	130,253 +185	+0.1%	+$3.84K	0.51%	61
2022 Q3	$2.62M	Sell	130,068 -1,712	-1%	-$35.4K	0.52%	55
2022 Q2	$2.62M	Buy	131,780 +528	+0.4%	+$11.1K	0.57%	51
2022 Q1	$2.88M	Sell	131,252 -1,878	-1%	-$40.9K	0.56%	50
2021 Q4	$2.96M	Buy	+133,130	New	+$2.95M	0.57%	41

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

NEIRG Wealth Management's HYZD Position: Q1 2023 in Review

NEIRG Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 130,253 shares — an estimated $2.69M sold.

NEIRG Wealth Management first reported a position in HYZD in Q4 2021 and held it in 5 quarters. The position peaked at $2.96M in Q4 2021. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

NEIRG Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
NEIRG Wealth Management sold 130,253 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $2.69M.
NEIRG Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 5 quarters.
NEIRG Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.96M in Q4 2021.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.