Cary Street Partners Investment Advisory’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
2023
Q4
Sell
-200
Closed -$4.22K 1155
2023
Q3
$4.22K Sell
200
-150
-43% -$3.17K ﹤0.01% 1537
2023
Q2
$7.36K Sell
350
-200
-36% -$4.2K ﹤0.01% 1314
2023
Q1
$11.4K Sell
550
-700
-56% -$14.5K ﹤0.01% 1108
2022
Q4
$25.8K Buy
+1,250
New +$25.8K ﹤0.01% 905