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

Next Financial 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 Q4	$197K	Buy	8,866 +47	+0.5%	+$1.04K	0.01%	901
2021 Q3	$196K	Buy	8,819 +792	+10%	+$17.6K	0.02%	844
2021 Q2	$179K	Buy	8,027 +6	+0.1%	+$133	0.01%	868
2021 Q1	$177K	Buy	8,021 +12	+0.1%	+$264	0.02%	813
2020 Q4	$175K	Buy	8,009 +1,763	+28%	+$37.7K	0.02%	761
2020 Q3	$130K	Buy	+6,246	New	+$130K	0.01%	763
2020 Q2	–	Sell	-4,645	Closed	-$87K	–	1166
2020 Q1	$87K	Sell	4,645 -1,041	-18%	-$22.8K	0.01%	797
2019 Q4	$132K	Buy	5,686 +2,121	+59%	+$48.8K	0.01%	853
2019 Q3	$82K	Buy	3,565 +998	+39%	+$23.1K	0.01%	975
2019 Q2	$60K	Buy	+2,567	New	+$60.1K	0.01%	1108
2019 Q1	–	Sell	-124	Closed	-$3K	–	1842
2018 Q4	$3K	Buy	+124	New	+$2.92K	﹤0.01%	1673
2017 Q4	–	Sell	-124	Closed	-$3K	–	759
2017 Q3	$3K	Hold	124	–	–	﹤0.01%	1539
2017 Q2	$3K	Buy	+124	New	+$2.98K	﹤0.01%	1669

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

Next Financial Group's HYZD Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 0.53% in Q4 2021, buying an estimated $1.04K and bringing the position to 8,866 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #901.

Next Financial Group first reported a position in HYZD in Q2 2017 and has held it in 13 quarters since. 62 funds tracked by Wall St. Rank hold HYZD as of Q4 2021.

Next Financial Group held 8,866 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $197K as of Q4 2021.
Next Financial Group bought 47 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2021, an estimated $1.04K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #901 holding.
Next Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2017 and has held it in 13 quarters since.
62 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.