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Savior LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Savior LLC’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
2022
Q4 		– Sell
-2,760
Closed -$56K – 196
2022
Q3 		$56K Sell
2,760
-888
-24% -$18.4K 0.05% 57
2022
Q2 		$73K Buy
+3,648
New +$76.9K 0.07% 43

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Morgan Stanley
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Royal Bank of Canada
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Ameriprise
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Savior LLC's HYZD Position: Q4 2022 in Review

Savior LLC sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 2,760 shares — an estimated $56K sold.

Savior LLC first reported a position in HYZD in Q2 2022 and held it in 2 quarters. The position peaked at $73K in Q2 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

  • Savior LLC reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Savior LLC sold 2,760 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $56K.
  • Savior LLC first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and held it in 2 quarters.
  • Savior LLC's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $73K in Q2 2022.
  • 61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Savior LLC's 13F filing for Q4 2022, filed 13 Jan 2023.