US Bancorp
HYZD icon

US Bancorp’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

US Bancorp’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
2021
Q4 		– Sell
-207
Closed -$5K – 4152
2021
Q3 		$5K Buy
+207
New +$4.59K ﹤0.01% 3641
2021
Q1 		– Sell
-9,163
Closed -$200K – 3917
2020
Q4 		$200K Buy
+9,163
New +$196K ﹤0.01% 1877

Other funds holding HYZD

BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

US Bancorp's HYZD Position: Q4 2021 in Review

US Bancorp sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2021, closing a stake of 207 shares — an estimated $5K sold.

US Bancorp first reported a position in HYZD in Q4 2020 and held it in 2 quarters. The position peaked at $200K in Q4 2020. 62 funds tracked by Wall St. Rank hold HYZD as of Q4 2021.

  • US Bancorp reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2021 after selling out during the quarter.
  • US Bancorp sold 207 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2021, an estimated $5K.
  • US Bancorp first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2020 and held it in 2 quarters.
  • US Bancorp's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $200K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2021.

Based on US Bancorp's 13F filing for Q4 2021, filed 11 Feb 2022.