Cetera Investment Advisers’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 | $364K | Sell |
16,274
-8,028
| -33% | -$180K | ﹤0.01% | 3226 |
|
2025
Q1 | $532K | Buy |
24,302
+433
| +2% | +$9.48K | ﹤0.01% | 2792 |
|
2024
Q4 | $531K | Sell |
23,869
-2,405
| -9% | -$53.5K | ﹤0.01% | 2632 |
|
2024
Q3 | $582K | Sell |
26,274
-6,449
| -20% | -$143K | ﹤0.01% | 2527 |
|
2024
Q2 | $715K | Sell |
32,723
-4,794
| -13% | -$105K | ﹤0.01% | 2319 |
|
2024
Q1 | $827K | Buy |
+37,517
| New | +$827K | ﹤0.01% | 2224 |
|
2022
Q4 | – | Sell |
-89,505
| Closed | -$1.8M | – | 2117 |
|
2022
Q3 | $1.8M | Sell |
89,505
-16,996
| -16% | -$342K | 0.04% | 491 |
|
2022
Q2 | $2.12M | Buy |
+106,501
| New | +$2.12M | 0.03% | 513 |
|