Aprio Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,500
| Closed | -$264K | – | 207 |
|
|
2023
Q3 | $264K | Sell |
12,500
-4,800
| -28% | -$101K | 0.07% | 123 |
|
|
2023
Q2 | $364K | Sell |
17,300
-2,003
| -10% | -$42.1K | 0.1% | 94 |
|
|
2023
Q1 | $401K | Sell |
19,303
-2,790
| -13% | -$57.9K | 0.12% | 78 |
|
|
2022
Q4 | $457K | Sell |
22,093
-5,041
| -19% | -$104K | 0.16% | 67 |
|
|
2022
Q3 | $546K | Sell |
27,134
-337,170
| -93% | -$6.78M | 0.22% | 55 |
|
|
2022
Q2 | $7.25M | Buy |
364,304
+17,568
| +5% | +$350K | 2.89% | 12 |
|
|
2022
Q1 | $7.6M | Buy |
+346,736
| New | +$7.6M | 2.9% | 10 |
|