Wealthcare Advisory Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-4,240	Closed	-$94K	–	1141
2021 Q1	$94K	Buy	+4,240	New	+$93.3K	0.01%	685
2020 Q3	–	Sell	-10,850	Closed	-$218K	–	364
2020 Q2	$218K	Sell	10,850 -897	-8%	-$18K	0.03%	289
2020 Q1	$219K	Sell	11,747 -26,500	-69%	-$580K	0.03%	251
2019 Q4	$886K	Sell	38,247 -459	-1%	-$10.6K	0.11%	117
2019 Q3	$891K	Buy	38,706 +1,130	+3%	+$26.2K	0.13%	98
2019 Q2	$876K	Buy	37,576 +4,939	+15%	+$116K	0.14%	94
2019 Q1	$759K	Buy	32,637 +3,726	+13%	+$86.8K	0.13%	96
2018 Q4	$648K	Buy	28,911 +5,420	+23%	+$128K	0.13%	99
2018 Q3	$569K	Buy	23,491 +779	+3%	+$18.8K	0.1%	107
2018 Q2	$543K	Buy	22,712 +9,087	+67%	+$219K	0.11%	110
2018 Q1	$326K	Buy	13,625 +3,614	+36%	+$87K	0.07%	144
2017 Q4	$242K	Buy	10,011 +1,586	+19%	+$38.3K	0.06%	155
2017 Q3	$203K	Buy	+8,425	New	+$203K	0.06%	146

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's HYZD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2021, closing a stake of 4,240 shares — an estimated $94K sold.

Wealthcare Advisory Partners first reported a position in HYZD in Q3 2017 and held it in 13 quarters. The position peaked at $891K in Q3 2019. 38 funds tracked by Wall St. Rank hold HYZD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,240 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2021, an estimated $94K.
Wealthcare Advisory Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q3 2017 and held it in 13 quarters.
Wealthcare Advisory Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $891K in Q3 2019.
38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.