J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,155
| Closed | -$243K | – | 681 |
|
|
2020
Q4 | $243K | Buy |
11,155
+519
| +5% | +$11.3K | 0.03% | 540 |
|
|
2020
Q3 | $221K | Sell |
10,636
-14,865
| -58% | -$309K | 0.02% | 643 |
|
|
2020
Q2 | $513K | Buy |
+25,501
| New | +$513K | 0.08% | 221 |
|
|
2020
Q1 | – | Sell |
-38,672
| Closed | -$896K | – | 276 |
|
|
2019
Q4 | $896K | Buy |
+38,672
| New | +$896K | 0.11% | 201 |
|