Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,722
| Closed | -$232K | – | 1686 |
|
|
2023
Q4 | $232K | Buy |
+10,722
| New | +$232K | ﹤0.01% | 1387 |
|
|
2023
Q1 | – | Sell |
-86,170
| Closed | -$1.78M | – | 1509 |
|
|
2022
Q4 | $1.78M | Buy |
+86,170
| New | +$1.78M | 0.02% | 455 |
|
|
2022
Q3 | – | Sell |
-13,036
| Closed | -$259K | – | 1356 |
|
|
2022
Q2 | $259K | Buy |
13,036
+3,660
| +39% | +$72.7K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $207K | Buy |
+9,376
| New | +$207K | ﹤0.01% | 1181 |
|