Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $613K | Sell |
27,844
-5,826
| -17% | -$128K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $728K | Sell |
33,670
-3,375
| -9% | -$73K | 0.01% | 920 |
|
|
2023
Q3 | $782K | Sell |
37,045
-2,161
| -6% | -$45.6K | 0.01% | 830 |
|
|
2023
Q2 | $824K | Buy |
39,206
+880
| +2% | +$18.5K | 0.01% | 802 |
|
|
2023
Q1 | $796K | Buy |
38,326
+1,515
| +4% | +$31.5K | 0.01% | 788 |
|
|
2022
Q4 | $761K | Buy |
36,811
+1,134
| +3% | +$23.4K | 0.01% | 777 |
|
|
2022
Q3 | $718K | Sell |
35,677
-2,155
| -6% | -$43.4K | 0.02% | 631 |
|
|
2022
Q2 | $753K | Sell |
37,832
-1,196
| -3% | -$23.8K | 0.02% | 671 |
|
|
2022
Q1 | $855K | Buy |
39,028
+15,156
| +63% | +$332K | 0.02% | 663 |
|
|
2021
Q4 | $532K | Buy |
+23,872
| New | +$532K | 0.01% | 870 |
|
|
2020
Q3 | – | Sell |
-16,754
| Closed | -$337K | – | 967 |
|
|
2020
Q2 | $337K | Sell |
16,754
-16
| -0.1% | -$322 | 0.01% | 660 |
|
|
2020
Q1 | $313K | Buy |
16,770
+4,402
| +36% | +$82.2K | 0.02% | 584 |
|
|
2019
Q4 | $285K | Buy |
+12,368
| New | +$285K | 0.01% | 732 |
|