HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,543
| Closed | -$280K | – | 3193 |
|
|
2022
Q4 | $280K | Buy |
+13,543
| New | +$280K | ﹤0.01% | 2495 |
|
|
2020
Q1 | – | Sell |
-40,388
| Closed | -$934K | – | 2175 |
|
|
2019
Q4 | $934K | Sell |
40,388
-13,926
| -26% | -$322K | 0.01% | 1173 |
|
|
2019
Q3 | $1.25M | Buy |
54,314
+4,939
| +10% | +$114K | 0.01% | 1070 |
|
|
2019
Q2 | $1.15M | Buy |
49,375
+5,136
| +12% | +$119K | 0.01% | 1132 |
|
|
2019
Q1 | $1.03M | Sell |
44,239
-2,502
| -5% | -$58.1K | 0.01% | 1124 |
|
|
2018
Q4 | $1.04M | Sell |
46,741
-5,757
| -11% | -$128K | 0.01% | 1021 |
|
|
2018
Q3 | $1.27M | Buy |
52,498
+14,059
| +37% | +$340K | 0.01% | 1023 |
|
|
2018
Q2 | $920K | Buy |
38,439
+14,439
| +60% | +$346K | 0.01% | 1156 |
|
|
2018
Q1 | $571K | Sell |
24,000
-6,431
| -21% | -$153K | ﹤0.01% | 1346 |
|
|
2017
Q4 | $730K | Buy |
30,431
+13,108
| +76% | +$314K | 0.01% | 1272 |
|
|
2017
Q3 | $410K | Buy |
+17,323
| New | +$410K | ﹤0.01% | 1531 |
|