Advisornet Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-272
| Closed | -$6K | – | 1731 |
|
|
2020
Q3 | $6K | Sell |
272
-9,157
| -97% | -$202K | ﹤0.01% | 1366 |
|
|
2020
Q2 | $190K | Hold |
9,429
| – | – | 0.02% | 502 |
|
|
2020
Q1 | $176K | Buy |
9,429
+2,203
| +30% | +$41.1K | 0.02% | 485 |
|
|
2019
Q4 | $167K | Buy |
7,226
+6,940
| +2,427% | +$160K | 0.01% | 542 |
|
|
2019
Q3 | $7K | Hold |
286
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q2 | $7K | Hold |
286
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q1 | $7K | Hold |
286
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q4 | $6K | Hold |
286
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q3 | $7K | Sell |
286
-344
| -55% | -$8.42K | ﹤0.01% | 1218 |
|
|
2018
Q2 | $15K | Buy |
+630
| New | +$15K | ﹤0.01% | 1015 |
|