EAM
Empirical Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
35,660
+431
| +1% | +$9.65K | 0.25% | 117 |
|
|
2025
Q1 | $771K | Buy |
35,229
+2,989
| +9% | +$65.4K | 0.26% | 105 |
|
|
2024
Q4 | $717K | Buy |
32,240
+2,218
| +7% | +$49.3K | 0.24% | 118 |
|
|
2024
Q3 | $665K | Sell |
30,022
-19,311
| -39% | -$428K | 0.24% | 130 |
|
|
2024
Q2 | $1.08M | Sell |
49,333
-7,355
| -13% | -$161K | 0.41% | 58 |
|
|
2024
Q1 | $1.25M | Sell |
56,688
-872
| -2% | -$19.2K | 0.6% | 40 |
|
|
2023
Q4 | $1.24M | Sell |
57,560
-2,473
| -4% | -$53.5K | 1.02% | 22 |
|
|
2023
Q3 | $1.27M | Sell |
60,033
-4,466
| -7% | -$94.3K | 1.1% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
64,499
+2,771
| +4% | +$58.2K | 1.2% | 20 |
|
|
2023
Q1 | $1.28M | Sell |
61,728
-52,545
| -46% | -$1.09M | 1.23% | 25 |
|
|
2022
Q4 | $2.36M | Sell |
114,273
-8,173
| -7% | -$169K | 2.49% | 3 |
|
|
2022
Q3 | $2.46M | Sell |
122,446
-2,460
| -2% | -$49.5K | 2.69% | 3 |
|
|
2022
Q2 | $2.49M | Buy |
124,906
+6,530
| +6% | +$130K | 2.62% | 3 |
|
|
2022
Q1 | $2.6M | Buy |
118,376
+19,192
| +19% | +$421K | 2.47% | 3 |
|
|
2021
Q4 | $2.21M | Buy |
+99,184
| New | +$2.21M | 2.13% | 4 |
|