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 |
|