TD Private Client Wealth’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

TD Private Client Wealth’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	-8,830	Closed	-$194K	–	1251
2022 Q1	$194K	Sell	8,830 -37,180	-81%	-$809K	0.01%	547
2021 Q4	$1.02M	Buy	+46,010	New	+$1.02M	0.04%	336

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 $1.83B AUM 18.24% 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

TD Private Client Wealth's HYZD Position: Q2 2022 in Review

TD Private Client Wealth sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2022, closing a stake of 8,830 shares — an estimated $194K sold.

TD Private Client Wealth first reported a position in HYZD in Q4 2021 and held it in 2 quarters. The position peaked at $1.02M in Q4 2021. 61 funds tracked by Wall St. Rank hold HYZD as of Q2 2022.

TD Private Client Wealth reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2022 after selling out during the quarter.
TD Private Client Wealth sold 8,830 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2022, an estimated $194K.
TD Private Client Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 2 quarters.
TD Private Client Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.02M in Q4 2021.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.