Pictet North America Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Pictet North America 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
2020 Q2	–	Sell	-168,389	Closed	-$3.14M	–	132
2020 Q1	$3.14M	Sell	168,389 -126,615	-43%	-$2.77M	0.54%	38
2019 Q4	$6.83M	Buy	295,004 +12,375	+4%	+$285K	0.84%	27
2019 Q3	$6.5M	Sell	282,629 -192	-0.1%	-$4.45K	0.89%	27
2019 Q2	$6.59M	Sell	282,821 -1,590	-0.6%	-$37.2K	0.96%	27
2019 Q1	$6.61M	Sell	284,411 -322,811	-53%	-$7.52M	0.99%	28
2018 Q4	$13.7M	Sell	607,222 -21,200	-3%	-$499K	1.24%	19
2018 Q3	$15.2M	Sell	628,422 -1,748	-0.3%	-$42.1K	2.02%	18
2018 Q2	$15.1M	Buy	630,170 +4,973	+0.8%	+$120K	2.24%	16
2018 Q1	$14.9M	Buy	+625,197	New	+$15.1M	2.25%	14

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

ACM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Pictet North America Advisors's HYZD Position: Q2 2020 in Review

Pictet North America Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2020, closing a stake of 168,389 shares — an estimated $3.14M sold.

Pictet North America Advisors first reported a position in HYZD in Q1 2018 and held it in 9 quarters. The position peaked at $15.2M in Q3 2018. 42 funds tracked by Wall St. Rank hold HYZD as of Q2 2020.

Pictet North America Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2020 after selling out during the quarter.
Pictet North America Advisors sold 168,389 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2020, an estimated $3.14M.
Pictet North America Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 9 quarters.
Pictet North America Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $15.2M in Q3 2018.
42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2020.

Based on Pictet North America Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.