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Stratos Wealth Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Stratos Wealth Partners’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
-17,551
Closed -$387K – 1407
2024
Q1 		$387K Sell
17,551
-13,936
-44% -$304K 0.01% 996
2023
Q4 		$681K Sell
31,487
-992
-3% -$21.1K 0.01% 758
2023
Q3 		$686K Buy
32,479
+324
+1% +$6.88K 0.01% 696
2023
Q2 		$676K Sell
32,155
-2,521
-7% -$52K 0.02% 662
2023
Q1 		$720K Sell
34,676
-460
-1% -$9.6K 0.02% 568
2022
Q4 		$726K Sell
35,136
-527
-1% -$10.9K 0.02% 603
2022
Q3 		$718K Sell
35,663
-8,119
-19% -$168K 0.02% 573
2022
Q2 		$871K Sell
43,782
-1,786
-4% -$37.7K 0.02% 550
2022
Q1 		$999K Sell
45,568
-8,091
-15% -$176K 0.02% 555
2021
Q4 		$1.2M Buy
53,659
+2,560
+5% +$56.7K 0.03% 509
2021
Q3 		$1.14M Buy
51,099
+595
+1% +$13.2K 0.03% 483
2021
Q2 		$1.12M Sell
50,504
-2,142
-4% -$47.4K 0.03% 507
2021
Q1 		$1.17M Buy
52,646
+1,705
+3% +$37.5K 0.03% 459
2020
Q4 		$1.11M Sell
50,941
-200
-0.4% -$4.28K 0.03% 417
2020
Q3 		$1.06M Buy
51,141
+13,614
+36% +$284K 0.03% 388
2020
Q2 		$756K Sell
37,527
-865
-2% -$17.3K 0.03% 458
2020
Q1 		$717K Buy
38,392
+1,376
+4% +$30.1K 0.03% 411
2019
Q4 		$858K Buy
37,016
+3,759
+11% +$86.5K 0.03% 436
2019
Q3 		$765K Sell
33,257
-5,579
-14% -$129K 0.03% 447
2019
Q2 		$905K Sell
38,836
-1,716
-4% -$40.2K 0.04% 397
2019
Q1 		$943K Sell
40,552
-4,125
-9% -$96.1K 0.04% 375
2018
Q4 		$1M Buy
44,677
+6,970
+18% +$164K 0.05% 326
2018
Q3 		$913K Buy
37,707
+8,955
+31% +$216K 0.04% 357
2018
Q2 		$688K Sell
28,752
-462
-2% -$11.1K 0.03% 460
2018
Q1 		$698K Sell
29,214
-2,368
-7% -$57K 0.03% 448
2017
Q4 		$763K Buy
31,582
+2,056
+7% +$49.7K 0.03% 412
2017
Q3 		$713K Buy
29,526
+1,469
+5% +$35.3K 0.03% 407
2017
Q2 		$675K Buy
+28,057
New +$674K 0.03% 380

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

Stratos Wealth Partners's HYZD Position: Q2 2024 in Review

Stratos Wealth Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2024, closing a stake of 17,551 shares — an estimated $387K sold.

Stratos Wealth Partners first reported a position in HYZD in Q2 2017 and held it in 28 quarters. The position peaked at $1.2M in Q4 2021. 53 funds tracked by Wall St. Rank hold HYZD as of Q2 2024.

  • Stratos Wealth Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 17,551 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2024, an estimated $387K.
  • Stratos Wealth Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2017 and held it in 28 quarters.
  • Stratos Wealth Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.2M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.