TRCT
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Tower Research Capital (TRC)’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Tower Research Capital (TRC)’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
2023
Q4 		– Sell
-1,277
Closed -$27K – 6032
2023
Q3 		$27K Sell
1,277
-93
-7% -$1.97K ﹤0.01% 3107
2023
Q2 		$28.8K Sell
1,370
-2,611
-66% -$53.8K ﹤0.01% 3062
2023
Q1 		$83K Buy
3,981
+176
+5% +$3.67K ﹤0.01% 2035
2022
Q4 		$79K Buy
3,805
+851
+29% +$17.7K ﹤0.01% 2015
2022
Q3 		$59K Buy
2,954
+2,025
+218% +$41.8K ﹤0.01% 3011
2022
Q2 		$18K Buy
+929
New +$19.6K ﹤0.01% 3902
2021
Q1 		– Sell
-134
Closed -$3K – 5526
2020
Q4 		$3K Buy
+134
New +$2.87K ﹤0.01% 4799
2016
Q4 		– Sell
-300
Closed -$7K – 4075
2016
Q3 		$7K Buy
300
+88
+42% +$2.04K ﹤0.01% 2324
2016
Q2 		$5K Sell
212
-29
-12% -$648 ﹤0.01% 3380
2016
Q1 		$5K Sell
241
-2,568
-91% -$54.7K ﹤0.01% 2687
2015
Q4 		$62K Sell
2,809
-1,508
-35% -$33.9K 0.01% 454
2015
Q3 		$97K Sell
4,317
-1,905
-31% -$44.5K 0.01% 584
2015
Q2 		$148K Buy
6,222
+1,079
+21% +$26K 0.01% 546
2015
Q1 		$123K Buy
5,143
+1,231
+31% +$29.3K 0.02% 733
2014
Q4 		$90K Buy
+3,912
New +$94.3K 0.01% 741
2014
Q3 		– Sell
-56
Closed -$1K – 4608
2014
Q2 		$1K Sell
56
-4
-7% -$101 ﹤0.01% 3677
2014
Q1 		$1K Buy
+60
New +$1.5K ﹤0.01% 4149

Other funds holding HYZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Tower Research Capital (TRC)'s HYZD Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2023, closing a stake of 1,277 shares — an estimated $27K sold.

Tower Research Capital (TRC) first reported a position in HYZD in Q1 2014 and held it in 17 quarters. The position peaked at $148K in Q2 2015. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2023.

  • Tower Research Capital (TRC) reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 1,277 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2023, an estimated $27K.
  • Tower Research Capital (TRC) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2014 and held it in 17 quarters.
  • Tower Research Capital (TRC)'s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $148K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.