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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $199K | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $196K | Buy |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $195K | Sell |
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|
2023
Q1 | $468K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | $113K | Sell |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $66K | Buy |
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