Steward Partners Investment Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-1,088	Closed	-$22K	–	2790
2020 Q2	$22K	Hold	1,088	–	–	﹤0.01%	1732
2020 Q1	$20K	Hold	1,088	–	–	﹤0.01%	1612
2019 Q4	$25K	Hold	1,088	–	–	﹤0.01%	1701
2019 Q3	$25K	Buy	+1,088	New	+$25.2K	﹤0.01%	1644

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 $1.57B AUM 20.25% 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

FTUS

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

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

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

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Steward Partners Investment Advisory's HYZD Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2020, closing a stake of 1,088 shares — an estimated $22K sold.

Steward Partners Investment Advisory first reported a position in HYZD in Q3 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 41 funds tracked by Wall St. Rank hold HYZD as of Q3 2020.

Steward Partners Investment Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,088 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2020, an estimated $22K.
Steward Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2019 and held it in 4 quarters.
Steward Partners Investment Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $25K in Q4 2019.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.