Integrated Wealth Concepts’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 | $3.31M | Buy |
147,849
+7,456
| +5% | +$167K | 0.03% | 461 |
|
|
2025
Q1 | $3.07M | Buy |
140,393
+3,729
| +3% | +$81.6K | 0.04% | 460 |
|
|
2024
Q4 | $3.04M | Buy |
136,664
+11,507
| +9% | +$256K | 0.04% | 431 |
|
|
2024
Q3 | $2.77M | Buy |
125,157
+6,600
| +6% | +$146K | 0.03% | 453 |
|
|
2024
Q2 | $2.59M | Buy |
118,557
+13,184
| +13% | +$288K | 0.04% | 432 |
|
|
2024
Q1 | $2.32M | Buy |
105,373
+38,691
| +58% | +$852K | 0.03% | 472 |
|
|
2023
Q4 | $1.44M | Buy |
66,682
+1,127
| +2% | +$24.4K | 0.02% | 594 |
|
|
2023
Q3 | $1.38M | Buy |
65,555
+5,313
| +9% | +$112K | 0.02% | 571 |
|
|
2023
Q2 | $1.27M | Buy |
60,242
+4,684
| +8% | +$98.5K | 0.02% | 599 |
|
|
2023
Q1 | $1.15M | Buy |
55,558
+2,382
| +4% | +$49.5K | 0.02% | 561 |
|
|
2022
Q4 | $1.1M | Buy |
53,176
+8,693
| +20% | +$180K | 0.03% | 451 |
|
|
2022
Q3 | $895K | Sell |
44,483
-46
| -0.1% | -$926 | 0.03% | 449 |
|
|
2022
Q2 | $886K | Buy |
+44,529
| New | +$886K | 0.03% | 450 |
|