Western Pacific Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Western Pacific Wealth Management’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
2022 Q4	–	Sell	-1,400	Closed	-$28K	–	292
2022 Q3	$28K	Hold	1,400	–	–	0.03%	148
2022 Q2	$27K	Hold	1,400	–	–	0.03%	113
2022 Q1	$30K	Buy	+1,400	New	+$30.5K	0.02%	123

Other funds holding HYZD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Western Pacific Wealth Management's HYZD Position: Q4 2022 in Review

Western Pacific Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q4 2022, closing a stake of 1,400 shares — an estimated $28K sold.

Western Pacific Wealth Management first reported a position in HYZD in Q1 2022 and held it in 3 quarters. The position peaked at $30K in Q1 2022. 61 funds tracked by Wall St. Rank hold HYZD as of Q4 2022.

Western Pacific Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q4 2022 after selling out during the quarter.
Western Pacific Wealth Management sold 1,400 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q4 2022, an estimated $28K.
Western Pacific Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 3 quarters.
Western Pacific Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $30K in Q1 2022.
61 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q4 2022.

Based on Western Pacific Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.