Melone Private Wealth’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 | $234K | Buy |
10,482
+162
| +2% | +$3.62K | 0.12% | 48 |
|
|
2025
Q1 | $226K | Buy |
10,320
+155
| +2% | +$3.39K | 0.12% | 47 |
|
|
2024
Q4 | $226K | Buy |
10,165
+161
| +2% | +$3.58K | 0.12% | 47 |
|
|
2024
Q3 | $221K | Buy |
10,004
+157
| +2% | +$3.48K | 0.12% | 47 |
|
|
2024
Q2 | $215K | Buy |
9,847
+147
| +2% | +$3.21K | 0.13% | 47 |
|
|
2024
Q1 | $214K | Buy |
9,700
+138
| +1% | +$3.04K | 0.13% | 47 |
|
|
2023
Q4 | $207K | Buy |
+9,562
| New | +$207K | 0.13% | 48 |
|