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

Sugarloaf Wealth Management’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 Q3	–	Sell	-292	Closed	-$6.38K	–	693
2024 Q2	$6.38K	Hold	292	–	–	﹤0.01%	516
2024 Q1	$6.43K	Hold	292	–	–	﹤0.01%	518
2023 Q4	$6.31K	Hold	292	–	–	﹤0.01%	528
2023 Q3	$6.17K	Hold	292	–	–	﹤0.01%	518
2023 Q2	$6.14K	Hold	292	–	–	﹤0.01%	533
2023 Q1	$6.07K	Hold	292	–	–	﹤0.01%	533
2022 Q4	$6.04K	Hold	292	–	–	﹤0.01%	559
2022 Q3	$6K	Hold	292	–	–	﹤0.01%	586
2022 Q2	$6K	Hold	292	–	–	﹤0.01%	585
2022 Q1	$6K	Hold	292	–	–	﹤0.01%	547
2021 Q4	$7K	Hold	292	–	–	﹤0.01%	553
2021 Q3	$6K	Hold	292	–	–	﹤0.01%	590
2021 Q2	$7K	Buy	292 +29	+11%	+$642	﹤0.01%	557
2021 Q1	$6	Sell	263 -29	-10%	-$638	﹤0.01%	571
2020 Q4	$6K	Hold	292	–	–	﹤0.01%	527
2020 Q3	$6K	Sell	292 -1,342	-82%	-$28K	﹤0.01%	500
2020 Q2	$33K	Sell	1,634 -6,412	-80%	-$129K	0.01%	283
2020 Q1	$150K	Sell	8,046 -25,283	-76%	-$553K	0.07%	122
2019 Q4	$772K	Buy	+33,329	New	+$767K	0.33%	56

Other funds holding HYZD

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sugarloaf Wealth Management's HYZD Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2024, closing a stake of 292 shares — an estimated $6.38K sold.

Sugarloaf Wealth Management first reported a position in HYZD in Q4 2019 and held it in 19 quarters. The position peaked at $772K in Q4 2019. 50 funds tracked by Wall St. Rank hold HYZD as of Q3 2024.

Sugarloaf Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 292 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2024, an estimated $6.38K.
Sugarloaf Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $772K in Q4 2019.
50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.