Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYZD Stock Details HYZD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed – – 4958
2024
Q2 		$0 Buy
+14
New – ﹤0.01% 4729
2024
Q1 		– Sell
-263
Closed -$6K – 4495
2023
Q4 		$6K Buy
263
+5
+2% +$114 ﹤0.01% 3427
2023
Q3 		$5K Buy
+258
New +$5K ﹤0.01% 3458