Rockefeller Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Rockefeller Capital 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 Q1	–	Sell	-83,916	Closed	-$1.73M	–	2861
2022 Q4	$1.73M	Sell	83,916 -6,944	-8%	-$144K	0.01%	806
2022 Q3	$1.83M	Buy	90,860 +1,519	+2%	+$31.4K	0.01%	785
2022 Q2	$1.78M	Buy	+89,341	New	+$1.88M	0.01%	806

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

Rockefeller Capital Management's HYZD Position: Q1 2023 in Review

Rockefeller Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 83,916 shares — an estimated $1.73M sold.

Rockefeller Capital Management first reported a position in HYZD in Q2 2022 and held it in 3 quarters. The position peaked at $1.83M in Q3 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

Rockefeller Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 83,916 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $1.73M.
Rockefeller Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and held it in 3 quarters.
Rockefeller Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.83M in Q3 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.