B. Riley Wealth Advisors’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 | $10.1M | Buy |
+450,516
| New | +$10.1M | 0.47% | 33 |
|
|
2024
Q4 | $13.1M | Sell |
591,228
-33,131
| -5% | -$737K | 0.43% | 41 |
|
|
2024
Q3 | $13.8M | Sell |
624,359
-129,939
| -17% | -$2.88M | 0.38% | 46 |
|
|
2024
Q2 | $16.5M | Sell |
754,298
-416,256
| -36% | -$9.1M | 0.42% | 39 |
|
|
2024
Q1 | $24.7M | Buy |
1,170,554
+448,492
| +62% | +$9.47M | 0.67% | 22 |
|
|
2023
Q4 | $15.6M | Sell |
722,062
-448,492
| -38% | -$9.69M | 0.42% | 40 |
|
|
2023
Q3 | $24.7M | Buy |
1,170,554
+436,683
| +60% | +$9.22M | 0.67% | 22 |
|
|
2023
Q2 | $15.4M | Sell |
733,871
-62,717
| -8% | -$1.32M | 0.35% | 57 |
|
|
2023
Q1 | $16.5M | Sell |
796,588
-16,326
| -2% | -$339K | 0.44% | 43 |
|
|
2022
Q4 | $16.8M | Sell |
812,914
-74,859
| -8% | -$1.55M | 0.47% | 43 |
|
|
2022
Q3 | $17.9M | Buy |
+887,773
| New | +$17.9M | 0.54% | 32 |
|
|
2020
Q1 | – | Sell |
-25,094
| Closed | -$582K | – | 841 |
|
|
2019
Q4 | $582K | Buy |
25,094
+2,627
| +12% | +$60.9K | 0.05% | 381 |
|
|
2019
Q3 | $517K | Sell |
22,467
-354
| -2% | -$8.15K | 0.05% | 398 |
|
|
2019
Q2 | $532K | Buy |
22,821
+133
| +0.6% | +$3.1K | 0.06% | 354 |
|
|
2019
Q1 | $528K | Sell |
22,688
-82
| -0.4% | -$1.91K | 0.07% | 324 |
|
|
2018
Q4 | $511K | Buy |
22,770
+273
| +1% | +$6.13K | 0.07% | 290 |
|
|
2018
Q3 | $545K | Buy |
22,497
+9,792
| +77% | +$237K | 0.06% | 327 |
|
|
2018
Q2 | $304K | Buy |
+12,705
| New | +$304K | 0.04% | 461 |
|