Howard Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
38,354
+1,908
| +5% | +$42.7K | 0.01% | 240 |
|
|
2025
Q1 | $798K | Buy |
36,446
+1,754
| +5% | +$38.4K | 0.02% | 218 |
|
|
2024
Q4 | $772K | Sell |
34,692
-7
| -0% | -$156 | 0.01% | 246 |
|
|
2024
Q3 | $768K | Buy |
34,699
+5,644
| +19% | +$125K | 0.01% | 232 |
|
|
2024
Q2 | $635K | Buy |
29,055
+3,463
| +14% | +$75.7K | 0.06% | 60 |
|
|
2024
Q1 | $564K | Buy |
+25,592
| New | +$564K | 0.06% | 56 |
|