Legacy Capital 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
2025
Q2
Sell
-14,800
Closed -$324K 381
2025
Q1
$324K Hold
14,800
0.08% 265
2024
Q4
$329K Buy
+14,800
New +$329K 0.08% 255