Bluefin Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-53,214
| Closed | -$1.24M | – | 285 |
|
|
2019
Q2 | $1.24M | Sell |
53,214
-52,221
| -50% | -$1.22M | 0.18% | 71 |
|
|
2019
Q1 | $2.45M | Buy |
+105,435
| New | +$2.45M | 0.35% | 43 |
|
|
2018
Q4 | – | Sell |
-31,064
| Closed | -$752K | – | 277 |
|
|
2018
Q3 | $752K | Buy |
31,064
+5,631
| +22% | +$136K | 0.07% | 156 |
|
|
2018
Q2 | $608K | Buy |
+25,433
| New | +$608K | 0.05% | 142 |
|
|
2014
Q4 | – | Sell |
-14,646
| Closed | -$359K | – | 482 |
|
|
2014
Q3 | $359K | Sell |
14,646
-18
| -0.1% | -$441 | 0.02% | 332 |
|
|
2014
Q2 | $400K | Buy |
+14,664
| New | +$400K | 0.02% | 350 |
|