BFG
Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-287,277
| Closed | -$6.66M | – | 131 |
|
|
2019
Q4 | $6.66M | Sell |
287,277
-14,739
| -5% | -$341K | 1.35% | 20 |
|
|
2019
Q3 | $6.95M | Sell |
302,016
-12,391
| -4% | -$285K | 1.48% | 20 |
|
|
2019
Q2 | $7.33M | Buy |
314,407
+12,622
| +4% | +$294K | 1.71% | 18 |
|
|
2019
Q1 | $7.02M | Sell |
301,785
-61,312
| -17% | -$1.43M | 1.38% | 19 |
|
|
2018
Q4 | $8.14M | Buy |
363,097
+101,606
| +39% | +$2.28M | 1.75% | 15 |
|
|
2018
Q3 | $6.33M | Buy |
261,491
+25,446
| +11% | +$616K | 1.52% | 18 |
|
|
2018
Q2 | $5.65M | Buy |
236,045
+3,901
| +2% | +$93.3K | 1.64% | 20 |
|
|
2018
Q1 | $5.55M | Sell |
232,144
-58,582
| -20% | -$1.4M | 1.47% | 20 |
|
|
2017
Q4 | $7.02M | Buy |
+290,726
| New | +$7.02M | 1.79% | 18 |
|