RDA Financial Network’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

RDA Financial Network’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 Q3	–	Sell	-20,124	Closed	-$405K	–	229
2020 Q2	$405K	Sell	20,124 -8,684	-30%	-$174K	0.2%	114
2020 Q1	$538K	Buy	28,808 +1,736	+6%	+$38K	0.32%	81
2019 Q4	$629K	Buy	27,072 +1,969	+8%	+$45.3K	0.26%	99
2019 Q3	$576K	Buy	25,103 +1,456	+6%	+$33.8K	0.25%	102
2019 Q2	$551K	Buy	23,647 +3,458	+17%	+$81K	0.25%	101
2019 Q1	$479K	Buy	+20,189	New	+$470K	0.23%	110

Other funds holding HYZD

BRWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

RDA Financial Network's HYZD Position: Q3 2020 in Review

RDA Financial Network sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2020, closing a stake of 20,124 shares — an estimated $405K sold.

RDA Financial Network first reported a position in HYZD in Q1 2019 and held it in 6 quarters. The position peaked at $629K in Q4 2019. 41 funds tracked by Wall St. Rank hold HYZD as of Q3 2020.

RDA Financial Network reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2020 after selling out during the quarter.
RDA Financial Network sold 20,124 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2020, an estimated $405K.
RDA Financial Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2019 and held it in 6 quarters.
RDA Financial Network's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $629K in Q4 2019.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2020.

Based on RDA Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.