WA
HYND

WFG Advisors’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History

WFG Advisors’s Portfolio HYND Stock Details HYND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,400
Closed -$27K – 1857
2016
Q3 		$27K Hold
1,400
– – 0.01% 874
2016
Q2 		$26K Hold
1,400
– – 0.01% 861
2016
Q1 		$26K Sell
1,400
-2,720
-66% -$50.1K 0.01% 828
2015
Q4 		$80K Hold
4,120
– – 0.02% 527
2015
Q3 		$82K Buy
4,120
+220
+6% +$4.66K 0.03% 504
2015
Q2 		$86K Buy
3,900
+1,335
+52% +$29.3K 0.02% 578
2015
Q1 		$54K Buy
+2,565
New +$54.6K 0.02% 708

Other funds holding HYND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WFG Advisors's HYND Position: Q4 2016 in Review

WFG Advisors sold out of WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund (HYND) in Q4 2016, closing a stake of 1,400 shares — an estimated $27K sold.

WFG Advisors first reported a position in HYND in Q1 2015 and held it in 7 quarters. The position peaked at $86K in Q2 2015. 8 funds tracked by Wall St. Rank hold HYND as of Q4 2016.

  • WFG Advisors reported no remaining WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 1,400 WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund shares in Q4 2016, an estimated $27K.
  • WFG Advisors first reported a position in WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund in Q1 2015 and held it in 7 quarters.
  • WFG Advisors's WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund position peaked at $86K in Q2 2015.
  • 8 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.