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Team Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Team Financial Group’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
Q1 		– Sell
-7,453
Closed -$161K – 105
2023
Q4 		$161K Sell
7,453
-409
-5% -$8.7K 0.12% 39
2023
Q3 		$166K Buy
+7,862
New +$167K 0.14% 35

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Team Financial Group's HYZD Position: Q1 2024 in Review

Team Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2024, closing a stake of 7,453 shares — an estimated $161K sold.

Team Financial Group first reported a position in HYZD in Q3 2023 and held it in 2 quarters. The position peaked at $166K in Q3 2023. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

  • Team Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 7,453 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2024, an estimated $161K.
  • Team Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2023 and held it in 2 quarters.
  • Team Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $166K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.