Ameritas Advisory Services’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 | $52.4K | Buy |
+2,342
| New | +$52.4K | ﹤0.01% | 1285 |
|
|
2024
Q4 | – | Sell |
-25,826
| Closed | -$572K | – | 899 |
|
|
2024
Q3 | $572K | Sell |
25,826
-11,545
| -31% | -$256K | 0.02% | 519 |
|
|
2024
Q2 | $817K | Buy |
37,371
+96
| +0.3% | +$2.1K | 0.03% | 462 |
|
|
2024
Q1 | $821K | Buy |
37,275
+3,583
| +11% | +$78.9K | 0.03% | 427 |
|
|
2023
Q4 | $728K | Sell |
33,692
-2,229
| -6% | -$48.2K | 0.04% | 351 |
|
|
2023
Q3 | $759K | Buy |
+35,921
| New | +$759K | 0.04% | 403 |
|
|
2023
Q2 | – | Sell |
-36,630
| Closed | -$758K | – | 1463 |
|
|
2023
Q1 | $758K | Sell |
36,630
-411
| -1% | -$8.5K | 0.04% | 373 |
|
|
2022
Q4 | $766K | Buy |
37,041
+3,240
| +10% | +$67K | 0.04% | 418 |
|
|
2022
Q3 | $680K | Buy |
33,801
+2,803
| +9% | +$56.4K | 0.04% | 364 |
|
|
2022
Q2 | $617K | Buy |
30,998
+4,074
| +15% | +$81.1K | 0.04% | 402 |
|
|
2022
Q1 | $590K | Buy |
26,924
+6,897
| +34% | +$151K | 0.02% | 460 |
|
|
2021
Q4 | $446K | Buy |
+20,027
| New | +$446K | 0.02% | 531 |
|