Equitable Holdings’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 | $2.01M | Sell |
89,732
-63,308
| -41% | -$1.42M | 0.02% | 571 |
|
|
2025
Q1 | $3.35M | Buy |
153,040
+52,933
| +53% | +$1.16M | 0.03% | 386 |
|
|
2024
Q4 | $2.23M | Buy |
100,107
+21,530
| +27% | +$479K | 0.02% | 460 |
|
|
2024
Q3 | $1.74M | Sell |
78,577
-19,309
| -20% | -$428K | 0.02% | 531 |
|
|
2024
Q2 | $2.14M | Buy |
97,886
+1,240
| +1% | +$27.1K | 0.02% | 438 |
|
|
2024
Q1 | $2.13M | Buy |
96,646
+1,884
| +2% | +$41.5K | 0.02% | 433 |
|
|
2023
Q4 | $2.05M | Buy |
94,762
+16,531
| +21% | +$357K | 0.03% | 406 |
|
|
2023
Q3 | $1.65M | Buy |
78,231
+2,613
| +3% | +$55.2K | 0.02% | 418 |
|
|
2023
Q2 | $1.59M | Sell |
75,618
-73,027
| -49% | -$1.54M | 0.02% | 402 |
|
|
2023
Q1 | $3.09M | Buy |
148,645
+2,566
| +2% | +$53.3K | 0.05% | 252 |
|
|
2022
Q4 | $3.02M | Buy |
+146,079
| New | +$3.02M | 0.05% | 236 |
|
|
2022
Q3 | – | Sell |
-12,346
| Closed | -$246K | – | 890 |
|
|
2022
Q2 | $246K | Buy |
12,346
+2,690
| +28% | +$53.6K | ﹤0.01% | 753 |
|
|
2022
Q1 | $212K | Sell |
9,656
-3
| -0% | -$66 | ﹤0.01% | 827 |
|
|
2021
Q4 | $215K | Buy |
+9,659
| New | +$215K | ﹤0.01% | 809 |
|