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

WealthOne’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
2019
Q1 		– Sell
-485
Closed -$11K – 278
2018
Q4 		$11K Buy
+485
New +$11.4K 0.01% 359

Other funds holding HYZD

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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthOne's HYZD Position: Q1 2019 in Review

WealthOne sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2019, closing a stake of 485 shares — an estimated $11K sold.

WealthOne first reported a position in HYZD in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q1 2019.

  • WealthOne reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 485 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2019, an estimated $11K.
  • WealthOne first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $11K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.