M&R Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $44.3K | Hold |
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|
2024
Q2 | $43.7K | Hold |
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2024
Q1 | $44.1K | Hold |
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|
2023
Q4 | $43.2K | Hold |
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|
2023
Q3 | $42.2K | Hold |
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|
2023
Q2 | $42K | Hold |
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|
2023
Q1 | $41.5K | Hold |
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|
2022
Q4 | $41.3K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $23K | Sell |
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|
2019
Q3 | $69K | Sell |
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|
2019
Q2 | $76K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $73K | Buy |
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|
2018
Q3 | $7K | Buy |
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