Commonwealth Equity Services’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 | $2.79M | Buy |
124,716
+30,092
| +32% | +$674K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $2.07M | Buy |
94,624
+10,825
| +13% | +$237K | ﹤0.01% | 1886 |
|
|
2024
Q4 | $1.86M | Buy |
83,799
+13,008
| +18% | +$289K | ﹤0.01% | 1923 |
|
|
2024
Q3 | $1.57M | Buy |
70,791
+13,523
| +24% | +$299K | ﹤0.01% | 1994 |
|
|
2024
Q2 | $1.25M | Buy |
57,268
+6,477
| +13% | +$142K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $1.12M | Buy |
50,791
+6,674
| +15% | +$147K | ﹤0.01% | 2161 |
|
|
2023
Q4 | $954K | Buy |
44,117
+10,937
| +33% | +$237K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $701K | Sell |
33,180
-31
| -0.1% | -$655 | ﹤0.01% | 2311 |
|
|
2023
Q2 | $698K | Sell |
33,211
-507
| -2% | -$10.7K | ﹤0.01% | 2359 |
|
|
2023
Q1 | $700 | Sell |
33,718
-377
| -1% | -$8 | ﹤0.01% | 2287 |
|
|
2022
Q4 | $704K | Sell |
34,095
-1,779
| -5% | -$36.7K | ﹤0.01% | 2196 |
|
|
2022
Q3 | $721K | Buy |
35,874
+1,650
| +5% | +$33.2K | ﹤0.01% | 2133 |
|
|
2022
Q2 | $681K | Sell |
34,224
-4,095
| -11% | -$81.5K | ﹤0.01% | 2191 |
|
|
2022
Q1 | $839K | Buy |
38,319
+590
| +2% | +$12.9K | ﹤0.01% | 2125 |
|
|
2021
Q4 | $840K | Buy |
+37,729
| New | +$840K | ﹤0.01% | 2116 |
|
|
2020
Q2 | – | Sell |
-16,697
| Closed | -$311K | – | 2977 |
|
|
2020
Q1 | $311K | Sell |
16,697
-5,555
| -25% | -$103K | ﹤0.01% | 2039 |
|
|
2019
Q4 | $515K | Buy |
+22,252
| New | +$515K | ﹤0.01% | 1894 |
|
|
2015
Q2 | – | Sell |
-9,516
| Closed | -$228K | – | 2222 |
|
|
2015
Q1 | $228K | Sell |
9,516
-17,789
| -65% | -$426K | ﹤0.01% | 1812 |
|
|
2014
Q4 | $630K | Sell |
27,305
-26,415
| -49% | -$609K | 0.01% | 1135 |
|
|
2014
Q3 | $1.32M | Buy |
+53,720
| New | +$1.32M | 0.02% | 728 |
|