PCS
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Personal CFO Solutions’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Personal CFO Solutions’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
2022
Q1 		– Sell
-43,893
Closed -$977K – 490
2021
Q4 		$977K Buy
+43,893
New +$973K 0.18% 115

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Personal CFO Solutions's HYZD Position: Q1 2022 in Review

Personal CFO Solutions sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2022, closing a stake of 43,893 shares — an estimated $977K sold.

Personal CFO Solutions first reported a position in HYZD in Q4 2021 and held it in 1 quarter. The position peaked at $977K in Q4 2021. 63 funds tracked by Wall St. Rank hold HYZD as of Q1 2022.

  • Personal CFO Solutions reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 43,893 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2022, an estimated $977K.
  • Personal CFO Solutions first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 1 quarter.
  • Personal CFO Solutions's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $977K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.