Dynamic Advisor Solutions’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,710
| Closed | -$202K | – | 659 |
|
|
2020
Q3 | $202K | Buy |
+9,710
| New | +$202K | 0.02% | 526 |
|
|
2020
Q1 | – | Sell |
-10,310
| Closed | -$239K | – | 520 |
|
|
2019
Q4 | $239K | Hold |
10,310
| – | – | 0.03% | 459 |
|
|
2019
Q3 | $237K | Sell |
10,310
-500
| -5% | -$11.5K | 0.04% | 426 |
|
|
2019
Q2 | $252K | Buy |
+10,810
| New | +$252K | 0.04% | 401 |
|