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

WealthPLAN 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
2023 Q3	–	Sell	-8,272	Closed	-$174K	–	668
2023 Q2	$174K	Hold	8,272	–	–	0.02%	312
2023 Q1	$172K	Buy	+8,272	New	+$173K	0.02%	335

Other funds holding HYZD

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

WealthPLAN Partners's HYZD Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2023, closing a stake of 8,272 shares — an estimated $174K sold.

WealthPLAN Partners first reported a position in HYZD in Q1 2023 and held it in 2 quarters. The position peaked at $174K in Q2 2023. 54 funds tracked by Wall St. Rank hold HYZD as of Q3 2023.

WealthPLAN Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 8,272 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2023, an estimated $174K.
WealthPLAN Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $174K in Q2 2023.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.