Cambridge Investment Research 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 | $286K | Buy |
12,778
+1,256
| +11% | +$28.1K | ﹤0.01% | 3022 |
|
|
2025
Q1 | $252K | Sell |
11,522
-784
| -6% | -$17.1K | ﹤0.01% | 3018 |
|
|
2024
Q4 | $274K | Buy |
12,306
+7
| +0.1% | +$156 | ﹤0.01% | 2906 |
|
|
2024
Q3 | $272K | Buy |
12,299
+7
| +0.1% | +$155 | ﹤0.01% | 2899 |
|
|
2024
Q2 | $269K | Buy |
12,292
+317
| +3% | +$6.94K | ﹤0.01% | 2788 |
|
|
2024
Q1 | $264K | Buy |
11,975
+787
| +7% | +$17.4K | ﹤0.01% | 2809 |
|
|
2023
Q4 | $242K | Sell |
11,188
-43
| -0.4% | -$930 | ﹤0.01% | 2766 |
|
|
2023
Q3 | $237K | Buy |
11,231
+481
| +4% | +$10.2K | ﹤0.01% | 2681 |
|
|
2023
Q2 | $226K | Sell |
10,750
-94
| -0.9% | -$1.98K | ﹤0.01% | 2774 |
|
|
2023
Q1 | $225K | Sell |
10,844
-298
| -3% | -$6.18K | ﹤0.01% | 2729 |
|
|
2022
Q4 | $230K | Buy |
11,142
+300
| +3% | +$6.19K | ﹤0.01% | 2645 |
|
|
2022
Q3 | $218K | Hold |
10,842
| – | – | ﹤0.01% | 2630 |
|
|
2022
Q2 | $216K | Buy |
10,842
+400
| +4% | +$7.97K | ﹤0.01% | 2671 |
|
|
2022
Q1 | $229K | Buy |
+10,442
| New | +$229K | ﹤0.01% | 2763 |
|
|
2020
Q1 | – | Sell |
-41,776
| Closed | -$968K | – | 2369 |
|
|
2019
Q4 | $968K | Sell |
41,776
-3,610
| -8% | -$83.6K | 0.01% | 1165 |
|
|
2019
Q3 | $1.04M | Buy |
45,386
+1,411
| +3% | +$32.5K | 0.01% | 1046 |
|
|
2019
Q2 | $1.03M | Sell |
43,975
-19
| -0% | -$443 | 0.01% | 1014 |
|
|
2019
Q1 | $1.02M | Sell |
43,994
-6,770
| -13% | -$157K | 0.01% | 1027 |
|
|
2018
Q4 | $1.14M | Buy |
50,764
+16,517
| +48% | +$370K | 0.01% | 862 |
|
|
2018
Q3 | $829K | Buy |
+34,247
| New | +$829K | 0.01% | 1136 |
|