Avaii 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
Q1
Sell
-58,416
Closed -$1.21M 131
2022
Q4
$1.21M Buy
58,416
+1,984
+4% +$41K 1.08% 19
2022
Q3
$1.14M Buy
+56,432
New +$1.14M 1.18% 19