Robertson Stephens Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Robertson Stephens Wealth Management’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 Q4	–	Sell	-45,773	Closed	-$967K	–	459
2023 Q3	$967K	Sell	45,773 -629	-1%	-$13.3K	0.07%	214
2023 Q2	$975K	Buy	46,402 +2,493	+6%	+$51.4K	0.07%	196
2023 Q1	$912K	Buy	+43,909	New	+$916K	0.07%	206

Other funds holding HYZD

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

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

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

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

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

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

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

KAS

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Robertson Stephens Wealth Management's HYZD Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2023, closing a stake of 45,773 shares — an estimated $967K sold.

Robertson Stephens Wealth Management first reported a position in HYZD in Q1 2023 and held it in 3 quarters. The position peaked at $975K in Q2 2023. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 45,773 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2023, an estimated $967K.
Robertson Stephens Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2023 and held it in 3 quarters.
Robertson Stephens Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $975K in Q2 2023.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.