Geneos Wealth Management’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 | $202K | Sell |
9,014
-7,482
| -45% | -$168K | ﹤0.01% | 997 |
|
|
2025
Q1 | $361K | Buy |
16,496
+7,698
| +87% | +$169K | 0.01% | 1018 |
|
|
2024
Q4 | $196K | Buy |
8,798
+339
| +4% | +$7.54K | 0.01% | 840 |
|
|
2024
Q3 | $187K | Sell |
8,459
-1,870
| -18% | -$41.4K | 0.01% | 785 |
|
|
2024
Q2 | $226K | Sell |
10,329
-1,107
| -10% | -$24.2K | 0.01% | 677 |
|
|
2024
Q1 | $252K | Hold |
11,436
| – | – | 0.01% | 645 |
|
|
2023
Q4 | $247K | Buy |
11,436
+2,395
| +26% | +$51.8K | 0.01% | 620 |
|
|
2023
Q3 | $191K | Sell |
9,041
-250
| -3% | -$5.28K | 0.01% | 691 |
|
|
2023
Q2 | $195K | Sell |
9,291
-13,220
| -59% | -$278K | 0.01% | 690 |
|
|
2023
Q1 | $468K | Buy |
22,511
+867
| +4% | +$18K | 0.03% | 456 |
|
|
2022
Q4 | $447K | Sell |
21,644
-1,020
| -5% | -$21.1K | 0.03% | 445 |
|
|
2022
Q3 | $456K | Sell |
22,664
-407
| -2% | -$8.19K | 0.03% | 416 |
|
|
2022
Q2 | $459K | Buy |
23,071
+1,324
| +6% | +$26.3K | 0.02% | 520 |
|
|
2022
Q1 | $476K | Buy |
21,747
+5,536
| +34% | +$121K | 0.02% | 539 |
|
|
2021
Q4 | $361K | Buy |
16,211
+2,811
| +21% | +$62.6K | 0.01% | 673 |
|
|
2021
Q3 | $297K | Buy |
13,400
+2,147
| +19% | +$47.6K | 0.01% | 717 |
|
|
2021
Q2 | $251K | Buy |
11,253
+1,954
| +21% | +$43.6K | 0.01% | 758 |
|
|
2021
Q1 | $205K | Sell |
9,299
-101
| -1% | -$2.23K | 0.01% | 955 |
|
|
2020
Q4 | $206K | Buy |
9,400
+3,875
| +70% | +$84.9K | 0.01% | 816 |
|
|
2020
Q3 | $113K | Sell |
5,525
-553
| -9% | -$11.3K | 0.01% | 896 |
|
|
2020
Q2 | $122K | Buy |
6,078
+2,650
| +77% | +$53.2K | 0.01% | 827 |
|
|
2020
Q1 | $66K | Buy |
+3,428
| New | +$66K | ﹤0.01% | 999 |
|