KCS Wealth Advisory’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
2023
Q3
$1.1M Sell
52,038
-6,943
-12% -$147K 0.47% 62
2023
Q2
$1.24M Buy
58,981
+1,193
+2% +$25.1K 0.43% 65
2023
Q1
$1.2M Buy
+57,788
New +$1.2M 0.45% 62