HCR Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $436K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | $384K | Hold |
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|
2020
Q2 | $374K | Hold |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $429K | Hold |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $430K | Hold |
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|
2018
Q4 | $415K | Hold |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $443K | Hold |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $254K | Buy |
|