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

Retirement 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
2024 Q1	$110K	Buy	4,975 +4,350	+696%	+$94.9K	0.04%	155
2023 Q4	$13.5K	Hold	625	–	–	0.01%	404
2023 Q3	$13.2K	Sell	625 -225	-26%	-$4.78K	0.01%	375
2023 Q2	$17.9K	Sell	850 -225	-21%	-$4.64K	0.01%	334
2023 Q1	$22K	Hold	1,075	–	–	0.01%	292
2022 Q4	$22K	Buy	+1,075	New	+$22.3K	0.01%	261
2022 Q3	–	Sell	-1,075	Closed	-$21K	–	628
2022 Q2	$21K	Hold	1,075	–	–	0.01%	313
2022 Q1	$24K	Hold	1,075	–	–	0.01%	311
2021 Q4	$24K	Hold	1,075	–	–	0.01%	306
2021 Q3	$24K	Sell	1,075 -1,300	-55%	-$28.8K	0.01%	288
2021 Q2	$53K	Sell	2,375 -1,145	-33%	-$25.4K	0.03%	231
2021 Q1	$78K	Hold	3,520	–	–	0.04%	216
2020 Q4	$76K	Sell	3,520 -750	-18%	-$16K	0.03%	211
2020 Q3	$89K	Hold	4,270	–	–	0.05%	189
2020 Q2	$86K	Buy	+4,270	New	+$85.6K	0.05%	181
2019 Q4	$99K	Buy	+4,270	New	+$98.3K	0.06%	166

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Retirement Group's HYZD Position: Q1 2024 in Review

Retirement Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 696% in Q1 2024, buying an estimated $94.9K and bringing the position to 4,975 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #155.

Retirement Group first reported a position in HYZD in Q4 2019 and has held it in 16 quarters since. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Retirement Group held 4,975 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $110K as of Q1 2024.
Retirement Group bought 4,350 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $94.9K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.04% of Retirement Group's portfolio in Q1 2024, its #155 holding.
Retirement Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and has held it in 16 quarters since.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.