Cherry Tree Wealth Management’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 | $25.1K | Sell |
1,120
-234
| -17% | -$5.24K | 0.01% | 311 |
|
|
2025
Q1 | $29.6K | Hold |
1,354
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $30.1K | Hold |
1,354
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $30K | Hold |
1,354
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $29.6K | Hold |
1,354
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $29.8K | Hold |
1,354
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $29.3K | Hold |
1,354
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $28.6K | Hold |
1,354
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $28.5K | Buy |
+1,354
| New | +$28.5K | 0.01% | 265 |
|