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Duncan Williams Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Duncan Williams Asset Management’s Portfolio HYZD Stock Details HYZD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$585K Sell
26,139
-42
-0.2% -$940 0.18% 81
2025
Q1 		$573K Sell
26,181
-56
-0.2% -$1.23K 0.21% 76
2024
Q4 		$584K Sell
26,237
-104
-0.4% -$2.31K 0.23% 77
2024
Q3 		$583K Buy
+26,341
New +$583K 0.32% 60