ML
McAdam LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
51,888
-2,252
| -4% | -$50.4K | 0.06% | 127 |
|
|
2025
Q1 | $1.19M | Sell |
54,140
-4,941
| -8% | -$108K | 0.07% | 118 |
|
|
2024
Q4 | $1.31M | Sell |
59,081
-5,293
| -8% | -$118K | 0.07% | 117 |
|
|
2024
Q3 | $1.43M | Sell |
64,374
-11,454
| -15% | -$254K | 0.08% | 109 |
|
|
2024
Q2 | $1.66M | Sell |
75,828
-1,603
| -2% | -$35K | 0.1% | 90 |
|
|
2024
Q1 | $1.71M | Sell |
77,431
-2,183
| -3% | -$48.1K | 0.11% | 90 |
|
|
2023
Q4 | $1.72M | Sell |
79,614
-4,648
| -6% | -$100K | 0.12% | 82 |
|
|
2023
Q3 | $1.78M | Sell |
84,262
-2,305
| -3% | -$48.7K | 0.15% | 80 |
|
|
2023
Q2 | $1.82M | Sell |
86,567
-4,173
| -5% | -$87.7K | 0.15% | 81 |
|
|
2023
Q1 | $1.88M | Sell |
90,740
-73,331
| -45% | -$1.52M | 0.17% | 80 |
|
|
2022
Q4 | $3.65M | Buy |
164,071
+57,403
| +54% | +$1.28M | 0.36% | 43 |
|
|
2022
Q3 | $2.15M | Sell |
106,668
-13,390
| -11% | -$269K | 0.23% | 69 |
|
|
2022
Q2 | $2.39M | Sell |
120,058
-37,811
| -24% | -$752K | 0.25% | 64 |
|
|
2022
Q1 | $3.46M | Sell |
157,869
-6,202
| -4% | -$136K | 0.33% | 45 |
|
|
2021
Q4 | $3.65M | Sell |
164,071
-5,205
| -3% | -$116K | 0.36% | 43 |
|
|
2021
Q3 | $3.76M | Sell |
169,276
-5,635
| -3% | -$125K | 0.42% | 41 |
|
|
2021
Q2 | $3.87M | Sell |
174,911
-7,583
| -4% | -$168K | 0.44% | 41 |
|
|
2021
Q1 | $4.04M | Sell |
182,494
-6,339
| -3% | -$140K | 0.57% | 32 |
|
|
2020
Q4 | $4.12M | Sell |
188,833
-251,850
| -57% | -$5.49M | 0.63% | 27 |
|
|
2020
Q3 | $9.15M | Buy |
440,683
+40,274
| +10% | +$836K | 1.74% | 13 |
|
|
2020
Q2 | $8.06M | Buy |
400,409
+26,679
| +7% | +$537K | 1.71% | 13 |
|
|
2020
Q1 | $6.98M | Buy |
373,730
+31,697
| +9% | +$592K | 1.88% | 13 |
|
|
2019
Q4 | $7.93M | Buy |
342,033
+28,013
| +9% | +$649K | 1.91% | 13 |
|
|
2019
Q3 | $7.23M | Buy |
314,020
+74,680
| +31% | +$1.72M | 1.97% | 14 |
|
|
2019
Q2 | $5.58M | Buy |
239,340
+25,951
| +12% | +$605K | 1.67% | 16 |
|
|
2019
Q1 | $4.96M | Buy |
213,389
+25,365
| +13% | +$590K | 1.65% | 17 |
|
|
2018
Q4 | $4.22M | Buy |
+188,024
| New | +$4.22M | 1.66% | 17 |
|