Raymond James Financial Services Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Raymond James Financial Services 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
2024 Q3	$917K	Buy	41,399 +1,591	+4%	+$34.9K	﹤0.01%	2221
2024 Q2	$870K	Buy	39,808 +489	+1%	+$10.7K	﹤0.01%	2177
2024 Q1	$866K	Sell	39,319 -1,019	-3%	-$22.2K	﹤0.01%	2155
2023 Q4	$872K	Sell	40,338 -3,646	-8%	-$77.5K	﹤0.01%	2066
2023 Q3	$929K	Buy	43,984 +1,481	+3%	+$31.4K	﹤0.01%	1951
2023 Q2	$893K	Hold	42,503	–	–	﹤0.01%	1991
2023 Q1	$883K	Hold	42,503	–	–	﹤0.01%	1987
2022 Q4	$879K	Hold	42,503	–	–	﹤0.01%	1925
2022 Q3	$855K	Hold	42,503	–	–	﹤0.01%	1910
2022 Q2	$846K	Hold	42,503	–	–	﹤0.01%	1938
2022 Q1	$932K	Buy	42,503 +17,503	+70%	+$381K	﹤0.01%	2007
2021 Q4	$557K	Hold	25,000	–	–	﹤0.01%	2330
2021 Q3	$556K	Hold	25,000	–	–	﹤0.01%	2301
2021 Q2	$557K	Hold	25,000	–	–	﹤0.01%	2301
2021 Q1	$553K	Hold	25,000	–	–	﹤0.01%	2227
2020 Q4	$546K	Hold	25,000	–	–	﹤0.01%	2088
2020 Q3	$519K	Buy	+25,000	New	+$522K	﹤0.01%	1948
2019 Q4	–	Sell	-23,107	Closed	-$532K	–	2896
2019 Q3	$532K	Sell	23,107 -1,352	-6%	-$31.3K	﹤0.01%	1865
2019 Q2	$570K	Buy	24,459 +1,928	+9%	+$45.1K	﹤0.01%	1842
2019 Q1	$524K	Buy	22,531 +4,780	+27%	+$111K	﹤0.01%	1873
2018 Q4	$398K	Buy	+17,751	New	+$418K	﹤0.01%	1813

Other funds holding HYZD

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial Services Advisors's HYZD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 4% in Q3 2024, buying an estimated $34.9K and bringing the position to 41,399 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Raymond James Financial Services Advisors first reported a position in HYZD in Q4 2018 and has held it in 21 quarters since. The position peaked at $932K in Q1 2022. 50 funds tracked by Wall St. Rank hold HYZD as of Q3 2024.

Raymond James Financial Services Advisors held 41,399 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $917K as of Q3 2024.
Raymond James Financial Services Advisors bought 1,591 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2024, an estimated $34.9K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2221 holding.
Raymond James Financial Services Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and has held it in 21 quarters since.
Raymond James Financial Services Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $932K in Q1 2022.
50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.