HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,544
| Closed | -$267K | – | 426 |
|
|
2019
Q4 | $267K | Hold |
11,544
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $266K | Sell |
11,544
-272
| -2% | -$6.27K | 0.03% | 345 |
|
|
2019
Q2 | $275K | Sell |
11,816
-13,441
| -53% | -$313K | 0.03% | 338 |
|
|
2019
Q1 | $587K | Sell |
25,257
-119,979
| -83% | -$2.79M | 0.06% | 226 |
|
|
2018
Q4 | $3.26M | Buy |
+145,236
| New | +$3.26M | 0.37% | 59 |
|
|
2018
Q1 | – | Sell |
-16,570
| Closed | -$400K | – | 392 |
|
|
2017
Q4 | $400K | Buy |
+16,570
| New | +$400K | 0.05% | 256 |
|
|
2016
Q1 | – | Sell |
-46,228
| Closed | -$1.01M | – | 251 |
|
|
2015
Q4 | $1.01M | Buy |
+46,228
| New | +$1.01M | 0.26% | 60 |
|