Ashton Thomas Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,313
| Closed | -$270K | – | 464 |
|
|
2022
Q1 | $270K | Sell |
12,313
-101,774
| -89% | -$2.23M | 0.02% | 427 |
|
|
2021
Q4 | $2.54M | Buy |
114,087
+78,603
| +222% | +$1.75M | 0.25% | 106 |
|
|
2021
Q3 | $789K | Sell |
35,484
-89,846
| -72% | -$2M | 0.11% | 201 |
|
|
2021
Q2 | $2.79M | Buy |
+125,330
| New | +$2.79M | 0.43% | 61 |
|
|
2021
Q1 | – | Sell |
-44,663
| Closed | -$975K | – | 312 |
|
|
2020
Q4 | $975K | Buy |
+44,663
| New | +$975K | 0.19% | 149 |
|