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Private Capital Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Private Capital Group’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
-1,285
Closed -$29K – 2151
2021
Q4 		$29K Buy
+1,285
New +$28.5K 0.01% 899

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Private Capital Group's HYZD Position: Q1 2022 in Review

Private Capital Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2022, closing a stake of 1,285 shares — an estimated $29K sold.

Private Capital Group first reported a position in HYZD in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 63 funds tracked by Wall St. Rank hold HYZD as of Q1 2022.

  • Private Capital Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Private Capital Group sold 1,285 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2022, an estimated $29K.
  • Private Capital Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 1 quarter.
  • Private Capital Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $29K 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 Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.