SB
HYZD icon

Strategic Blueprint’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Strategic Blueprint’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
2024
Q2 		– Sell
-9,744
Closed -$215K – 633
2024
Q1 		$215K Buy
+9,744
New +$213K 0.02% 560
2021
Q3 		– Sell
-4,252
Closed -$95K – 814
2021
Q2 		$95K Buy
+4,252
New +$94.2K 0.01% 507

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Strategic Blueprint's HYZD Position: Q2 2024 in Review

Strategic Blueprint sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2024, closing a stake of 9,744 shares — an estimated $215K sold.

Strategic Blueprint first reported a position in HYZD in Q2 2021 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 53 funds tracked by Wall St. Rank hold HYZD as of Q2 2024.

  • Strategic Blueprint reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Strategic Blueprint sold 9,744 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2024, an estimated $215K.
  • Strategic Blueprint first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2021 and held it in 2 quarters.
  • Strategic Blueprint's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $215K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2024.

Based on Strategic Blueprint's 13F filing for Q2 2024, filed 26 Jul 2024.