BRWM
B. Riley Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $18.5K | Buy |
931,698
+17,357
| +2% | +$345 | 0.02% | 110 |
|
|
2022
Q1 | $20M | Buy |
914,341
+47,329
| +5% | +$1.04M | 1.54% | 8 |
|
|
2021
Q4 | $19.3M | Buy |
867,012
+37,653
| +5% | +$839K | 1.34% | 12 |
|
|
2021
Q3 | $18.4M | Buy |
829,359
+50,286
| +6% | +$1.12M | 1.42% | 10 |
|
|
2021
Q2 | $17.3M | Buy |
779,073
+46,878
| +6% | +$1.04M | 1.92% | 5 |
|
|
2021
Q1 | $16.2M | Buy |
+732,195
| New | +$16.2M | 1.89% | 6 |
|
|
2020
Q4 | – | Sell |
-634,004
| Closed | -$13.2M | – | 428 |
|
|
2020
Q3 | $13.2M | Buy |
634,004
+29,306
| +5% | +$609K | 1.55% | 10 |
|
|
2020
Q2 | $12.2M | Buy |
604,698
+30
| +0% | +$604 | 1.34% | 15 |
|
|
2020
Q1 | $11.3M | Buy |
604,668
+69,529
| +13% | +$1.3M | 1.19% | 13 |
|
|
2019
Q4 | $12.4M | Buy |
535,139
+108,835
| +26% | +$2.52M | 1.86% | 7 |
|
|
2019
Q3 | $9.81M | Sell |
426,304
-24,478
| -5% | -$563K | 1.71% | 12 |
|
|
2019
Q2 | $10.5K | Buy |
450,782
+23,887
| +6% | +$557 | 1.61% | 10 |
|
|
2019
Q1 | $9.93M | Buy |
426,895
+29,013
| +7% | +$675K | 1.72% | 9 |
|
|
2018
Q4 | $8.92M | Buy |
397,882
+37,113
| +10% | +$832K | 1.87% | 9 |
|
|
2018
Q3 | $8.73M | Buy |
+360,769
| New | +$8.73M | 2.15% | 9 |
|