Ameriprise’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 | $1.64M | Sell |
73,226
-179,373
| -71% | -$4.02M | ﹤0.01% | 3028 |
|
2025
Q1 | $5.53M | Buy |
252,599
+42,097
| +20% | +$922K | ﹤0.01% | 2235 |
|
2024
Q4 | $4.68M | Buy |
210,502
+24,568
| +13% | +$546K | ﹤0.01% | 2397 |
|
2024
Q3 | $4.12M | Sell |
185,934
-358,748
| -66% | -$7.94M | ﹤0.01% | 2502 |
|
2024
Q2 | $11.9M | Sell |
544,682
-101,469
| -16% | -$2.22M | ﹤0.01% | 1598 |
|
2024
Q1 | $14.2M | Buy |
646,151
+20,033
| +3% | +$441K | ﹤0.01% | 1508 |
|
2023
Q4 | $13.5M | Sell |
626,118
-58,980
| -9% | -$1.27M | ﹤0.01% | 1532 |
|
2023
Q3 | $14.5M | Buy |
685,098
+301,745
| +79% | +$6.38M | ﹤0.01% | 1436 |
|
2023
Q2 | $8.06M | Sell |
383,353
-13,751
| -3% | -$289K | ﹤0.01% | 1969 |
|
2023
Q1 | $8.25M | Buy |
397,104
+30,374
| +8% | +$631K | ﹤0.01% | 1923 |
|
2022
Q4 | $7.58M | Buy |
366,730
+6,353
| +2% | +$131K | ﹤0.01% | 1979 |
|
2022
Q3 | $7.32M | Sell |
360,377
-13,956
| -4% | -$283K | ﹤0.01% | 1942 |
|
2022
Q2 | $7.45M | Buy |
374,333
+18,777
| +5% | +$374K | ﹤0.01% | 1991 |
|
2022
Q1 | $7.79M | Buy |
355,556
+282,051
| +384% | +$6.18M | ﹤0.01% | 2108 |
|
2021
Q4 | $1.64M | Buy |
73,505
+14,262
| +24% | +$318K | ﹤0.01% | 3038 |
|
2021
Q3 | $1.32M | Buy |
59,243
+4,226
| +8% | +$93.9K | ﹤0.01% | 3039 |
|
2021
Q2 | $1.23M | Buy |
55,017
+3,749
| +7% | +$83.5K | ﹤0.01% | 3137 |
|
2021
Q1 | $1.14M | Buy |
51,268
+34,216
| +201% | +$764K | ﹤0.01% | 3090 |
|
2020
Q4 | $372K | Buy |
17,052
+2,370
| +16% | +$51.7K | ﹤0.01% | 3427 |
|
2020
Q3 | $305K | Sell |
14,682
-120,865
| -89% | -$2.51M | ﹤0.01% | 3418 |
|
2020
Q2 | $2.73M | Sell |
135,547
-61,593
| -31% | -$1.24M | ﹤0.01% | 2443 |
|
2020
Q1 | $3.64M | Buy |
197,140
+11,464
| +6% | +$211K | ﹤0.01% | 2118 |
|
2019
Q4 | $4.26M | Buy |
185,676
+5,086
| +3% | +$117K | ﹤0.01% | 2330 |
|
2019
Q3 | $4.15M | Buy |
180,590
+1,576
| +0.9% | +$36.2K | ﹤0.01% | 2309 |
|
2019
Q2 | $4.16M | Buy |
179,014
+144,634
| +421% | +$3.36M | ﹤0.01% | 2348 |
|
2019
Q1 | $798K | Buy |
34,380
+17,158
| +100% | +$398K | ﹤0.01% | 3112 |
|
2018
Q4 | $386K | Sell |
17,222
-5,902
| -26% | -$132K | ﹤0.01% | 3272 |
|
2018
Q3 | $560K | Buy |
23,124
+1,117
| +5% | +$27.1K | ﹤0.01% | 3258 |
|
2018
Q2 | $526K | Buy |
22,007
+7,067
| +47% | +$169K | ﹤0.01% | 3230 |
|
2018
Q1 | $357K | Sell |
14,940
-3,190
| -18% | -$76.2K | ﹤0.01% | 3310 |
|
2017
Q4 | $438K | Sell |
18,130
-596
| -3% | -$14.4K | ﹤0.01% | 3246 |
|
2017
Q3 | $452K | Buy |
18,726
+3,309
| +21% | +$79.9K | ﹤0.01% | 3252 |
|
2017
Q2 | $371K | Sell |
15,417
-1,848
| -11% | -$44.5K | ﹤0.01% | 3338 |
|
2017
Q1 | $413K | Buy |
+17,265
| New | +$413K | ﹤0.01% | 3233 |
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$25K | – | 4032 |
|
2014
Q3 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 4346 |
|