Simplex Trading
HYZD icon

Simplex Trading’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Simplex Trading’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
Q3 		– Sell
-100
Closed -$1K – 10327
2022
Q2 		$1K Buy
+100
New +$2.11K ﹤0.01% 9593

Other funds holding HYZD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplex Trading's HYZD Position: Q3 2022 in Review

Simplex Trading sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Simplex Trading first reported a position in HYZD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2022.

  • Simplex Trading reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Simplex Trading sold 100 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2022, an estimated $1K.
  • Simplex Trading first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2022 and held it in 1 quarter.
  • Simplex Trading's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.