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Vista Investment Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Vista Investment Management’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
Q2 		– Sell
-27,582
Closed -$608K – 178
2024
Q1 		$608K Sell
27,582
-4,849
-15% -$106K 0.25% 109
2023
Q4 		$701K Sell
32,431
-11,143
-26% -$237K 0.33% 96
2023
Q3 		$920K Sell
43,574
-5,069
-10% -$108K 0.48% 68
2023
Q2 		$1.02M Sell
48,643
-28,462
-37% -$587K 0.52% 60
2023
Q1 		$1.6M Sell
77,105
-21,501
-22% -$449K 0.85% 35
2022
Q4 		$2.04M Sell
98,606
-1,192
-1% -$24.8K 1.16% 22
2022
Q3 		$2.01M Sell
99,798
-20,889
-17% -$432K 1.24% 20
2022
Q2 		$2.4M Sell
120,687
-106
-0.1% -$2.23K 1.45% 17
2022
Q1 		$2.65M Buy
120,793
+3,640
+3% +$79.2K 1.45% 14
2021
Q4 		$2.61M Sell
117,153
-4,261
-4% -$94.4K 1.42% 18
2021
Q3 		$2.7M Buy
121,414
+4,403
+4% +$97.7K 1.58% 13
2021
Q2 		$2.6M Buy
117,011
+5,170
+5% +$114K 1.54% 13
2021
Q1 		$2.47M Buy
111,841
+4,159
+4% +$91.5K 1.54% 15
2020
Q4 		$2.35M Sell
107,682
-220
-0.2% -$4.71K 1.58% 15
2020
Q3 		$2.24M Buy
107,902
+1,691
+2% +$35.3K 1.71% 13
2020
Q2 		$2.14M Buy
106,211
+2,613
+3% +$52.4K 1.84% 11
2020
Q1 		$1.93M Sell
103,598
-2,666
-3% -$58.3K 1.98% 9
2019
Q4 		$2.46M Buy
106,264
+584
+0.6% +$13.4K 1.85% 7
2019
Q3 		$2.43M Buy
105,680
+6,034
+6% +$140K 2.01% 5
2019
Q2 		$2.32M Buy
99,646
+4,128
+4% +$96.7K 1.97% 7
2019
Q1 		$2.22M Buy
95,518
+28,267
+42% +$658K 1.95% 6
2018
Q4 		$1.51M Buy
67,251
+6,747
+11% +$159K 1.55% 17
2018
Q3 		$1.47M Buy
60,504
+45,354
+299% +$1.09M 1.29% 23
2018
Q2 		$362K Buy
+15,150
New +$365K 0.35% 97

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 $31B AUM 28.39% 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
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
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Vista Investment Management's HYZD Position: Q2 2024 in Review

Vista Investment Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2024, closing a stake of 27,582 shares — an estimated $608K sold.

Vista Investment Management first reported a position in HYZD in Q2 2018 and held it in 24 quarters. The position peaked at $2.7M in Q3 2021. 53 funds tracked by Wall St. Rank hold HYZD as of Q2 2024.

  • Vista Investment Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Vista Investment Management sold 27,582 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2024, an estimated $608K.
  • Vista Investment Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and held it in 24 quarters.
  • Vista Investment Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.7M in Q3 2021.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2024.

Based on Vista Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.