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Park Avenue Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Park Avenue Securities’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
-38,644
Closed -$799K – 908
2022
Q4 		$799K Buy
+38,644
New +$803K 0.01% 615

Other funds holding HYZD

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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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

Park Avenue Securities's HYZD Position: Q1 2023 in Review

Park Avenue Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 38,644 shares — an estimated $799K sold.

Park Avenue Securities first reported a position in HYZD in Q4 2022 and held it in 1 quarter. The position peaked at $799K in Q4 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

  • Park Avenue Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Park Avenue Securities sold 38,644 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $799K.
  • Park Avenue Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2022 and held it in 1 quarter.
  • Park Avenue Securities's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $799K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Park Avenue Securities's 13F filing for Q1 2023, filed 18 Apr 2023.