LPL Financial’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 | $22.9M | Buy |
1,020,860
+3,719
| +0.4% | +$83.3K | 0.01% | 1173 |
|
|
2025
Q1 | $22.3M | Buy |
1,017,141
+283,707
| +39% | +$6.21M | 0.01% | 1087 |
|
|
2024
Q4 | $16.3M | Buy |
733,434
+140,009
| +24% | +$3.11M | 0.01% | 1203 |
|
|
2024
Q3 | $13.1M | Sell |
593,425
-732
| -0.1% | -$16.2K | 0.01% | 1278 |
|
|
2024
Q2 | $13M | Buy |
594,157
+127,100
| +27% | +$2.78M | 0.01% | 1198 |
|
|
2024
Q1 | $10.3M | Buy |
467,057
+49,887
| +12% | +$1.1M | 0.01% | 1305 |
|
|
2023
Q4 | $9.02M | Buy |
417,170
+168,955
| +68% | +$3.65M | 0.01% | 1312 |
|
|
2023
Q3 | $5.24M | Buy |
248,215
+11,446
| +5% | +$242K | ﹤0.01% | 1566 |
|
|
2023
Q2 | $4.98M | Buy |
236,769
+23,373
| +11% | +$491K | ﹤0.01% | 1562 |
|
|
2023
Q1 | $4.43M | Sell |
213,396
-11,656
| -5% | -$242K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $4.65M | Buy |
225,052
+6,116
| +3% | +$126K | ﹤0.01% | 1504 |
|
|
2022
Q3 | $4.41M | Sell |
218,936
-240,724
| -52% | -$4.84M | ﹤0.01% | 1458 |
|
|
2022
Q2 | $9.15M | Sell |
459,660
-62,104
| -12% | -$1.24M | 0.01% | 1011 |
|
|
2022
Q1 | $11.4M | Sell |
521,764
-73,724
| -12% | -$1.62M | 0.01% | 918 |
|
|
2021
Q4 | $13.3M | Buy |
595,488
+146,191
| +33% | +$3.26M | 0.01% | 856 |
|
|
2021
Q3 | $9.99M | Buy |
449,297
+358,962
| +397% | +$7.98M | 0.01% | 970 |
|
|
2021
Q2 | $2.01M | Buy |
90,335
+3,244
| +4% | +$72.2K | ﹤0.01% | 1967 |
|
|
2021
Q1 | $1.93M | Buy |
87,091
+38,242
| +78% | +$846K | ﹤0.01% | 1859 |
|
|
2020
Q4 | $1.07M | Buy |
48,849
+22,658
| +87% | +$494K | ﹤0.01% | 2123 |
|
|
2020
Q3 | $544K | Sell |
26,191
-1,775
| -6% | -$36.9K | ﹤0.01% | 2378 |
|
|
2020
Q2 | $563K | Sell |
27,966
-9,598
| -26% | -$193K | ﹤0.01% | 2273 |
|
|
2020
Q1 | $701K | Sell |
37,564
-20,834
| -36% | -$389K | ﹤0.01% | 1861 |
|
|
2019
Q4 | $1.35M | Sell |
58,398
-234
| -0.4% | -$5.42K | ﹤0.01% | 1630 |
|
|
2019
Q3 | $1.35M | Buy |
58,632
+5,812
| +11% | +$134K | ﹤0.01% | 1523 |
|
|
2019
Q2 | $1.23M | Sell |
52,820
-2,965
| -5% | -$69.1K | ﹤0.01% | 1585 |
|
|
2019
Q1 | $1.3M | Sell |
55,785
-14,059
| -20% | -$327K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $1.57M | Buy |
69,844
+8,156
| +13% | +$183K | ﹤0.01% | 1207 |
|
|
2018
Q3 | $1.49M | Buy |
61,688
+14,752
| +31% | +$357K | ﹤0.01% | 1366 |
|
|
2018
Q2 | $1.12M | Buy |
46,936
+36
| +0.1% | +$861 | ﹤0.01% | 1538 |
|
|
2018
Q1 | $1.12M | Buy |
46,900
+6,713
| +17% | +$160K | ﹤0.01% | 1503 |
|
|
2017
Q4 | $971K | Buy |
40,187
+9,761
| +32% | +$236K | ﹤0.01% | 1539 |
|
|
2017
Q3 | $734K | Buy |
30,426
+2,356
| +8% | +$56.8K | ﹤0.01% | 1649 |
|
|
2017
Q2 | $675K | Buy |
28,070
+10,655
| +61% | +$256K | ﹤0.01% | 1651 |
|
|
2017
Q1 | $415K | Buy |
17,415
+3,900
| +29% | +$92.9K | ﹤0.01% | 1958 |
|
|
2016
Q4 | $323K | Buy |
+13,515
| New | +$323K | ﹤0.01% | 2109 |
|