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New England Investment & Retirement Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

New England Investment & Retirement Group’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
2021
Q3 		$2.4M Buy
107,994
+8,870
+9% +$197K 0.55% 43
2021
Q2 		$2.21M Buy
99,124
+2,022
+2% +$44.8K 0.48% 47
2021
Q1 		$2.15M Buy
+97,102
New +$2.14M 0.52% 44

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

New England Investment & Retirement Group's HYZD Position: Q3 2021 in Review

New England Investment & Retirement Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 8.9% in Q3 2021, buying an estimated $197K and bringing the position to 107,994 shares worth $2.4M. The position accounts for 0.55% of the portfolio, ranked #43.

New England Investment & Retirement Group first reported a position in HYZD in Q1 2021 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold HYZD as of Q3 2021.

  • New England Investment & Retirement Group held 107,994 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.4M as of Q3 2021.
  • New England Investment & Retirement Group bought 8,870 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2021, an estimated $197K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.55% of New England Investment & Retirement Group's portfolio in Q3 2021, its #43 holding.
  • New England Investment & Retirement Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2021 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.