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

WhitTier Trust Company’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 Q3	–	Sell	-1,000	Closed	-$23K	–	999
2019 Q2	$23K	Hold	1,000	–	–	﹤0.01%	710
2019 Q1	$23K	Hold	1,000	–	–	﹤0.01%	712
2018 Q4	$22K	Sell	1,000 -2,500	-71%	-$58.9K	﹤0.01%	714
2018 Q3	$85K	Hold	3,500	–	–	0.01%	526
2018 Q2	$84K	Buy	3,500 +2,500	+250%	+$60.2K	0.01%	522
2018 Q1	$24K	Hold	1,000	–	–	﹤0.01%	731
2017 Q4	$24K	Buy	+1,000	New	+$24.2K	﹤0.01%	685

Other funds holding HYZD

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WhitTier Trust Company's HYZD Position: Q3 2019 in Review

WhitTier Trust Company sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q3 2019, closing a stake of 1,000 shares — an estimated $23K sold.

WhitTier Trust Company first reported a position in HYZD in Q4 2017 and held it in 7 quarters. The position peaked at $85K in Q3 2018. 55 funds tracked by Wall St. Rank hold HYZD as of Q3 2019.

WhitTier Trust Company reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q3 2019 after selling out during the quarter.
WhitTier Trust Company sold 1,000 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2019, an estimated $23K.
WhitTier Trust Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2017 and held it in 7 quarters.
WhitTier Trust Company's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $85K in Q3 2018.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2019.

Based on WhitTier Trust Company's 13F filing for Q3 2019, filed 18 Oct 2019.