Avestar Capital’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 | $1.23M | Sell |
55,061
-7,381
| -12% | -$165K | 0.08% | 154 |
|
|
2025
Q1 | $1.37M | Buy |
62,442
+1,890
| +3% | +$41.4K | 0.12% | 129 |
|
|
2024
Q4 | $1.35M | Sell |
60,552
-7,132
| -11% | -$159K | 0.11% | 125 |
|
|
2024
Q3 | $1.5M | Sell |
67,684
-8,738
| -11% | -$193K | 0.15% | 100 |
|
|
2024
Q2 | $1.67M | Sell |
76,422
-5,062
| -6% | -$111K | 0.17% | 92 |
|
|
2024
Q1 | $1.8M | Buy |
81,484
+51,688
| +173% | +$1.14M | 0.19% | 89 |
|
|
2023
Q4 | $644K | Buy |
29,796
+5,771
| +24% | +$125K | 0.07% | 149 |
|
|
2023
Q3 | $507K | Sell |
24,025
-7,511
| -24% | -$159K | 0.07% | 151 |
|
|
2023
Q2 | $663K | Buy |
31,536
+607
| +2% | +$12.8K | 0.11% | 101 |
|
|
2023
Q1 | $642K | Sell |
30,929
-1,952
| -6% | -$40.5K | 0.11% | 106 |
|
|
2022
Q4 | $680K | Buy |
+32,881
| New | +$680K | 0.12% | 101 |
|