Atria Wealth Solutions’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 | $323K | Buy |
14,401
+2,892
| +25% | +$64.8K | 0.01% | 1116 |
|
|
2025
Q1 | $252K | Buy |
+11,509
| New | +$252K | ﹤0.01% | 1574 |
|
|
2024
Q3 | – | Sell |
-16,110
| Closed | -$352K | – | 1952 |
|
|
2024
Q2 | $352K | Buy |
16,110
+4,491
| +39% | +$98.2K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $256K | Buy |
11,619
+1,865
| +19% | +$41.1K | ﹤0.01% | 1656 |
|
|
2023
Q4 | $211K | Buy |
+9,754
| New | +$211K | ﹤0.01% | 1729 |
|
|
2022
Q4 | – | Sell |
-13,025
| Closed | -$262K | – | 1828 |
|
|
2022
Q3 | $262K | Buy |
+13,025
| New | +$262K | ﹤0.01% | 1375 |
|