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

Rehmann Capital Advisory 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
2023 Q1	–	Sell	-15,754	Closed	-$326K	–	559
2022 Q4	$326K	Buy	+15,754	New	+$327K	0.03%	391
2022 Q1	–	Sell	-29,472	Closed	-$656K	–	552
2021 Q4	$656K	Buy	+29,472	New	+$653K	0.06%	267
2019 Q3	–	Sell	-5,946	Closed	-$139K	–	1857
2019 Q2	$139K	Sell	5,946 -1,653	-22%	-$38.7K	0.02%	514
2019 Q1	$177K	Sell	7,599 -137,199	-95%	-$3.2M	0.02%	437
2018 Q4	$5.45M	Buy	144,798 +137,010	+1,759%	+$3.23M	0.82%	15
2018 Q3	$189K	Buy	7,788 +264	+4%	+$6.36K	0.03%	414
2018 Q2	$180K	Buy	7,524 +385	+5%	+$9.27K	0.03%	404
2018 Q1	$171K	Buy	+7,139	New	+$172K	0.03%	411

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rehmann Capital Advisory Group's HYZD Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 15,754 shares — an estimated $326K sold.

Rehmann Capital Advisory Group first reported a position in HYZD in Q1 2018 and held it in 8 quarters. The position peaked at $5.45M in Q4 2018. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

Rehmann Capital Advisory Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 15,754 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $326K.
Rehmann Capital Advisory Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $5.45M in Q4 2018.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.