Sowell Financial Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-38,692	Closed	-$1.65M	–	310
2022 Q1	$1.65M	Buy	38,692 +19,349	+100%	+$421K	0.29%	62
2021 Q4	$431K	Buy	+19,343	New	+$429K	0.02%	450
2021 Q3	–	Sell	-31,897	Closed	-$710K	–	509
2021 Q2	$710K	Buy	31,897 +16,306	+105%	+$361K	0.05%	364
2021 Q1	$346K	Buy	15,591 +127	+0.8%	+$2.79K	0.01%	778
2020 Q4	$337K	Buy	15,464 +14,145	+1,072%	+$302K	0.01%	647
2020 Q3	$27K	Sell	1,319 -17,312	-93%	-$361K	﹤0.01%	1429
2020 Q2	$375K	Buy	18,631 +17,312	+1,313%	+$347K	0.02%	533
2020 Q1	$25K	Buy	1,319 +277	+27%	+$6.06K	﹤0.01%	1308
2019 Q4	$24K	Sell	1,042 -1,222	-54%	-$28.1K	﹤0.01%	1373
2019 Q3	$52K	Buy	+2,264	New	+$52.5K	﹤0.01%	983

Other funds holding HYZD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Sowell Financial Services's HYZD Position: Q2 2022 in Review

Sowell Financial Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2022, closing a stake of 38,692 shares — an estimated $1.65M sold.

Sowell Financial Services first reported a position in HYZD in Q3 2019 and held it in 10 quarters. The position peaked at $1.65M in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q2 2022.

Sowell Financial Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2022 after selling out during the quarter.
Sowell Financial Services sold 38,692 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2022, an estimated $1.65M.
Sowell Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.65M in Q1 2022.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2022.

Based on Sowell Financial Services's 13F filing for Q2 2022, filed 15 Aug 2022.