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

OneDigital Investment 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
2023 Q3	–	Sell	-10,993	Closed	-$231K	–	1014
2023 Q2	$231K	Buy	10,993 +967	+10%	+$19.9K	0.01%	910
2023 Q1	$208K	Buy	+10,026	New	+$209K	﹤0.01%	902
2019 Q2	–	Sell	-10,123	Closed	-$235K	–	1223
2019 Q1	$235K	Sell	10,123 -1,114	-10%	-$25.9K	0.03%	264
2018 Q4	$252K	Buy	+11,237	New	+$265K	0.04%	228

Other funds holding HYZD

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OneDigital Investment Advisors's HYZD Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2023, closing a stake of 10,993 shares — an estimated $231K sold.

OneDigital Investment Advisors first reported a position in HYZD in Q4 2018 and held it in 4 quarters. The position peaked at $252K in Q4 2018. 54 funds tracked by Wall St. Rank hold HYZD as of Q3 2023.

OneDigital Investment Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 10,993 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2023, an estimated $231K.
OneDigital Investment Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and held it in 4 quarters.
OneDigital Investment Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $252K in Q4 2018.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.