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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.17M Sell
2025
Q2
$10.1M Buy
2024
Q4
$13.1M Sell
2024
Q3
$13.8M Sell
2024
Q2
$16.5M Sell
2024
Q1
$24.7M Buy
2023
Q4
$15.6M Sell
2023
Q3
$24.7M Buy
2023
Q2
$15.4M Sell
2023
Q1
$16.5M Sell
2022
Q4
$16.8M Sell
2022
Q3
$17.9M Buy
2020
Q1
Sell
2019
Q4
$582K Buy
2019
Q3
$517K Sell
2019
Q2
$532K Buy
2019
Q1
$528K Sell
2018
Q4
$511K Buy
2018
Q3
$545K Buy
2018
Q2
$304K Buy