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

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Royal Bank of Canada

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return