Kestra Advisory Services’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 | $320K | Sell |
14,304
-2,554
| -15% | -$57.2K | ﹤0.01% | 2284 |
|
|
2025
Q1 | $369K | Sell |
16,858
-29,533
| -64% | -$646K | ﹤0.01% | 2024 |
|
|
2024
Q4 | $1.03M | Buy |
46,391
+6,254
| +16% | +$139K | 0.01% | 1397 |
|
|
2024
Q3 | $889K | Sell |
40,137
-708,856
| -95% | -$15.7M | ﹤0.01% | 1394 |
|
|
2024
Q2 | $16.4M | Buy |
748,993
+61,928
| +9% | +$1.35M | 0.09% | 236 |
|
|
2024
Q1 | $15.1M | Buy |
687,065
+587,488
| +590% | +$12.9M | 0.1% | 207 |
|
|
2023
Q4 | $2.15M | Buy |
99,577
+30,151
| +43% | +$652K | 0.02% | 760 |
|
|
2023
Q3 | $1.47M | Sell |
69,426
-13,755
| -17% | -$291K | 0.01% | 814 |
|
|
2023
Q2 | $1.75M | Sell |
83,181
-66,723
| -45% | -$1.4M | 0.02% | 726 |
|
|
2023
Q1 | $3.11M | Buy |
149,904
+56,233
| +60% | +$1.17M | 0.03% | 494 |
|
|
2022
Q4 | $1.94M | Buy |
93,671
+9,586
| +11% | +$198K | 0.02% | 760 |
|
|
2022
Q3 | $1.69M | Buy |
84,085
+67,826
| +417% | +$1.36M | 0.02% | 734 |
|
|
2022
Q2 | $324K | Sell |
16,259
-3,965
| -20% | -$79K | ﹤0.01% | 1571 |
|
|
2022
Q1 | $443K | Sell |
20,224
-385
| -2% | -$8.43K | ﹤0.01% | 1356 |
|
|
2021
Q4 | $459K | Buy |
20,609
+1,514
| +8% | +$33.7K | ﹤0.01% | 1366 |
|
|
2021
Q3 | $424K | Buy |
19,095
+4
| +0% | +$89 | ﹤0.01% | 1475 |
|
|
2021
Q2 | $425K | Buy |
+19,091
| New | +$425K | ﹤0.01% | 1364 |
|