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RMR Wealth Builders’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-2,331
Closed -$52K – 388
2021
Q1 		$52K Buy
+2,331
New +$51.3K 0.01% 360

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's HYZD Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2021, closing a stake of 2,331 shares — an estimated $52K sold.

RMR Wealth Builders first reported a position in HYZD in Q1 2021 and held it in 1 quarter. The position peaked at $52K in Q1 2021. 38 funds tracked by Wall St. Rank hold HYZD as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,331 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2021, an estimated $52K.
  • RMR Wealth Builders first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $52K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.