Invenio Wealth Partners’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
2024 Q1	–	Sell	-9,985	Closed	-$216K	–	103
2023 Q4	$216K	Hold	9,985	–	–	0.16%	89
2023 Q3	$211K	Sell	9,985 -680	-6%	-$14.4K	0.19%	82
2023 Q2	$224K	Buy	+10,665	New	+$224K	0.25%	70