GVAG
HYND
Great Valley Advisor Group’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-40,040
| Closed | -$565K | – | 438 |
|
2020
Q1 | $565K | Buy |
+40,040
| New | +$565K | 0.15% | 168 |
|
2019
Q4 | – | Sell |
-12,313
| Closed | -$227K | – | 373 |
|
2019
Q3 | $227K | Buy |
12,313
+298
| +2% | +$5.49K | 0.05% | 311 |
|
2019
Q2 | $230K | Buy |
12,015
+430
| +4% | +$8.23K | 0.06% | 298 |
|
2019
Q1 | $231K | Buy |
11,585
+490
| +4% | +$9.77K | 0.07% | 263 |
|
2018
Q4 | $354K | Buy |
+11,095
| New | +$354K | 0.13% | 145 |
|