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

Truist Financial’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 Q1	–	Sell	-62,461	Closed	-$1.29M	–	2619
2022 Q4	$1.29M	Buy	+62,461	New	+$1.3M	﹤0.01%	1431
2022 Q1	–	Sell	-43,348	Closed	-$965K	–	2746
2021 Q4	$965K	Buy	+43,348	New	+$961K	﹤0.01%	1656

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial's HYZD Position: Q1 2023 in Review

Truist Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2023, closing a stake of 62,461 shares — an estimated $1.29M sold.

Truist Financial first reported a position in HYZD in Q4 2021 and held it in 2 quarters. The position peaked at $1.29M in Q4 2022. 54 funds tracked by Wall St. Rank hold HYZD as of Q1 2023.

Truist Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2023 after selling out during the quarter.
Truist Financial sold 62,461 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2023, an estimated $1.29M.
Truist Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and held it in 2 quarters.
Truist Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.29M in Q4 2022.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.