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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $44.3K | Hold |
2,000
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $43.7K | Hold |
2,000
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $44.1K | Hold |
2,000
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $43.2K | Hold |
2,000
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $42.2K | Hold |
2,000
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $42K | Hold |
2,000
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $41.5K | Hold |
2,000
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $41.3K | Hold |
2,000
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $40K | Hold |
2,000
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $39K | Hold |
2,000
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $43K | Hold |
2,000
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $44K | Hold |
2,000
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $44K | Hold |
2,000
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $44K | Hold |
2,000
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $44K | Buy |
2,000
+1,000
| +100% | +$22K | 0.01% | 235 |
|
|
2020
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 299 |
|
|
2020
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $20K | Hold |
1,000
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $18K | Hold |
1,000
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $23K | Sell |
1,000
-2,000
| -67% | -$46K | 0.01% | 322 |
|
|
2019
Q3 | $69K | Sell |
3,000
-300
| -9% | -$6.9K | 0.02% | 242 |
|
|
2019
Q2 | $76K | Hold |
3,300
| – | – | 0.02% | 236 |
|
|
2019
Q1 | $77K | Hold |
3,300
| – | – | 0.02% | 237 |
|
|
2018
Q4 | $73K | Buy |
3,300
+3,000
| +1,000% | +$66.4K | 0.02% | 229 |
|
|
2018
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 455 |
|