Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57,189
| Closed | -$1.33M | – | 829 |
|
|
2019
Q4 | $1.33M | Buy |
57,189
+2,144
| +4% | +$49.7K | 0.04% | 438 |
|
|
2019
Q3 | $1.27M | Buy |
55,045
+5,760
| +12% | +$133K | 0.05% | 351 |
|
|
2019
Q2 | $1.14M | Sell |
49,285
-11,071
| -18% | -$255K | 0.04% | 376 |
|
|
2019
Q1 | $1.4M | Sell |
60,356
-51,300
| -46% | -$1.19M | 0.06% | 275 |
|
|
2018
Q4 | $2.5M | Buy |
111,656
+37,503
| +51% | +$841K | 0.11% | 149 |
|
|
2018
Q3 | $1.8M | Sell |
74,153
-43,756
| -37% | -$1.06M | 0.07% | 253 |
|
|
2018
Q2 | $2.82M | Buy |
117,909
+90,377
| +328% | +$2.16M | 0.12% | 156 |
|
|
2018
Q1 | $658K | Buy |
27,532
+11,819
| +75% | +$282K | 0.03% | 451 |
|
|
2017
Q4 | $380K | Buy |
+15,713
| New | +$380K | 0.02% | 565 |
|