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Richard Bernstein Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Richard Bernstein 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
2018
Q4 		– Sell
-1,252,000
Closed -$30.3M – 334
2018
Q3 		$30.3M Hold
1,252,000
– – 0.87% 19
2018
Q2 		$29.9M Buy
+1,252,000
New +$30.1M 0.96% 17

Other funds holding HYZD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richard Bernstein Advisors's HYZD Position: Q4 2018 in Review

Richard Bernstein Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2018, closing a stake of 1,252,000 shares — an estimated $30.3M sold.

Richard Bernstein Advisors first reported a position in HYZD in Q2 2018 and held it in 2 quarters. The position peaked at $30.3M in Q3 2018. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2018.

  • Richard Bernstein Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 1,252,000 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2018, an estimated $30.3M.
  • Richard Bernstein Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 2 quarters.
  • Richard Bernstein Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $30.3M in Q3 2018.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2018.

Based on Richard Bernstein Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.