WP
HYZD icon

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

WealthShield 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
2018
Q4 		– Sell
-36
Closed -$1K – 261
2018
Q3 		$1K Hold
36
– – ﹤0.01% 253
2018
Q2 		$1K Hold
36
– – ﹤0.01% 237
2018
Q1 		$1K Buy
+36
New +$867 ﹤0.01% 229

Other funds holding HYZD

Jane Street
Jane Street New York $1.21T AUM 78.12% 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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthShield Partners's HYZD Position: Q4 2018 in Review

WealthShield Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2018, closing a stake of 36 shares — an estimated $1K sold.

WealthShield Partners first reported a position in HYZD in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 56 funds tracked by Wall St. Rank hold HYZD as of Q4 2018.

  • WealthShield Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2018 after selling out during the quarter.
  • WealthShield Partners sold 36 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2018, an estimated $1K.
  • WealthShield Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2018 and held it in 3 quarters.
  • WealthShield Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.