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

Patriot Financial Group Insurance Agency’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
2019 Q1	–	Sell	-42	Closed	-$978	–	1259
2018 Q4	$1K	Sell	42 -395	-90%	-$9.31K	﹤0.01%	903
2018 Q3	$11K	Buy	+437	New	+$10.5K	0.01%	610
2017 Q2	–	Sell	-400	Closed	-$10K	–	930
2017 Q1	$10K	Hold	400	–	–	0.01%	482
2016 Q4	$10K	Buy	+400	New	+$9.45K	0.01%	460

Other funds holding HYZD

BRWM

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYZD Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2019, closing a stake of 42 shares — an estimated $978 sold.

Patriot Financial Group Insurance Agency first reported a position in HYZD in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q1 2019.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 42 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2019, an estimated $978.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2016 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $11K in Q3 2018.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.