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Sandy Spring Bank’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Sandy Spring Bank’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
-2,445
Closed -$51.6K – 1196
2023
Q3 		$51.6K Buy
+2,445
New +$51.9K ﹤0.01% 540

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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Sandy Spring Bank's HYZD Position: Q4 2023 in Review

Sandy Spring Bank sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2023, closing a stake of 2,445 shares — an estimated $51.6K sold.

Sandy Spring Bank first reported a position in HYZD in Q3 2023 and held it in 1 quarter. The position peaked at $51.6K in Q3 2023. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2023.

  • Sandy Spring Bank reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 2,445 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2023, an estimated $51.6K.
  • Sandy Spring Bank first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2023 and held it in 1 quarter.
  • Sandy Spring Bank's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $51.6K in Q3 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 Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.