IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5766 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5573 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5389 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5135 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4922 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4669 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4515 |
|
|
2019
Q4 | – | Sell |
-93
| Closed | -$2K | – | 4088 |
|
|
2019
Q3 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 2769 |
|
|
2019
Q1 | $26K | Sell |
1,300
-13,892
| -91% | -$278K | ﹤0.01% | 1239 |
|
|
2018
Q4 | $296K | Buy |
15,192
+1,356
| +10% | +$26.4K | 0.02% | 717 |
|
|
2018
Q3 | $298K | Sell |
13,836
-404
| -3% | -$8.7K | 0.01% | 888 |
|
|
2018
Q2 | $299K | Buy |
+14,240
| New | +$299K | 0.01% | 876 |
|
|
2017
Q3 | – | Sell |
-377
| Closed | -$8K | – | 4366 |
|
|
2017
Q2 | $8K | Hold |
377
| – | – | ﹤0.01% | 3170 |
|
|
2017
Q1 | $8K | Hold |
377
| – | – | ﹤0.01% | 3056 |
|
|
2016
Q4 | $8K | Hold |
377
| – | – | ﹤0.01% | 3063 |
|
|
2016
Q3 | $7K | Hold |
377
| – | – | ﹤0.01% | 3091 |
|
|
2016
Q2 | $7K | Sell |
377
-923
| -71% | -$17.1K | ﹤0.01% | 2983 |
|
|
2016
Q1 | $26K | Buy |
1,300
+923
| +245% | +$18.5K | ﹤0.01% | 1239 |
|
|
2015
Q4 | $7K | Buy |
+377
| New | +$7K | ﹤0.01% | 2816 |
|