Advisory Alpha’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
2025
Q2
$1.04M Buy
46,650
+1,078
+2% +$24.1K 0.03% 162
2025
Q1
$998K Buy
45,572
+2,891
+7% +$63.3K 0.03% 160
2024
Q4
$949K Buy
42,681
+1,827
+4% +$40.6K 0.03% 158
2024
Q3
$905K Sell
40,854
-4,686
-10% -$104K 0.03% 158
2024
Q2
$996K Sell
45,540
-3,708
-8% -$81.1K 0.04% 151
2024
Q1
$1.08M Buy
49,248
+1,351
+3% +$29.8K 0.04% 148
2023
Q4
$1.04M Sell
47,897
-2,007
-4% -$43.4K 0.05% 139
2023
Q3
$1.05M Buy
49,904
+214
+0.4% +$4.52K 0.05% 131
2023
Q2
$1.04M Sell
49,690
-2,642
-5% -$55.5K 0.05% 151
2023
Q1
$1.09M Sell
52,332
-571
-1% -$11.9K 0.07% 113
2022
Q4
$1.09M Buy
52,903
+1,257
+2% +$26K 0.08% 97
2022
Q3
$1.04M Sell
51,646
-5,644
-10% -$114K 0.08% 99
2022
Q2
$1.14M Buy
57,290
+6,482
+13% +$129K 0.09% 86
2022
Q1
$1.11M Sell
50,808
-134,523
-73% -$2.95M 0.07% 106
2021
Q4
$4.13M Buy
185,331
+141,092
+319% +$3.14M 0.24% 48
2021
Q3
$983K Buy
+44,239
New +$983K 0.07% 113