Sigma Planning Corp’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Sigma Planning Corp’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
2020 Q2	–	Sell	-10,298	Closed	-$192K	–	1077
2020 Q1	$192K	Sell	10,298 -7,254	-41%	-$159K	0.01%	792
2019 Q4	$407K	Hold	17,552	–	–	0.02%	665
2019 Q3	$404K	Sell	17,552 -291	-2%	-$6.75K	0.02%	653
2019 Q2	$416K	Buy	17,843 +58	+0.3%	+$1.36K	0.02%	610
2019 Q1	$414K	Sell	17,785 -371	-2%	-$8.64K	0.02%	565
2018 Q4	$407K	Sell	18,156 -738	-4%	-$17.4K	0.03%	502
2018 Q3	$457K	Sell	18,894 -316	-2%	-$7.62K	0.03%	511
2018 Q2	$460K	Buy	+19,210	New	+$462K	0.03%	481

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Sigma Planning Corp's HYZD Position: Q2 2020 in Review

Sigma Planning Corp sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2020, closing a stake of 10,298 shares — an estimated $192K sold.

Sigma Planning Corp first reported a position in HYZD in Q2 2018 and held it in 8 quarters. The position peaked at $460K in Q2 2018. 42 funds tracked by Wall St. Rank hold HYZD as of Q2 2020.

Sigma Planning Corp reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2020 after selling out during the quarter.
Sigma Planning Corp sold 10,298 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2020, an estimated $192K.
Sigma Planning Corp first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 8 quarters.
Sigma Planning Corp's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $460K in Q2 2018.
42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.