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Wagner Wealth Management (South Carolina)’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		– Sell
-400
Closed -$10K – 712
2018
Q2 		$10K Hold
400
– – 0.01% 399
2018
Q1 		$10K Hold
400
– – 0.01% 373
2017
Q4 		$10K Buy
+400
New +$9.66K 0.01% 410

Other funds holding HYZD

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HYZD Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2018, closing a stake of 400 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in HYZD in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 48 funds tracked by Wall St. Rank hold HYZD as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 400 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2018, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $10K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.