MML Investors Services’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 | $1.45M | Buy |
64,804
+19,168
| +42% | +$429K | ﹤0.01% | 1448 |
|
2025
Q1 | $999K | Buy |
45,636
+15,645
| +52% | +$342K | ﹤0.01% | 1579 |
|
2024
Q4 | $667K | Sell |
29,991
-456
| -1% | -$10.1K | ﹤0.01% | 1754 |
|
2024
Q3 | $674K | Sell |
30,447
-3,089
| -9% | -$68.4K | ﹤0.01% | 1682 |
|
2024
Q2 | $733K | Sell |
33,536
-6,202
| -16% | -$136K | ﹤0.01% | 1571 |
|
2024
Q1 | $875K | Sell |
39,738
-1,837
| -4% | -$40.4K | ﹤0.01% | 1488 |
|
2023
Q4 | $899K | Sell |
41,575
-2,145
| -5% | -$46.4K | ﹤0.01% | 1431 |
|
2023
Q3 | $923K | Sell |
43,720
-7,482
| -15% | -$158K | 0.01% | 1264 |
|
2023
Q2 | $1.08M | Buy |
51,202
+1,783
| +4% | +$37.5K | 0.01% | 1200 |
|
2023
Q1 | $1.03M | Sell |
49,419
-7,898
| -14% | -$164K | 0.01% | 1059 |
|
2022
Q4 | $1.19M | Buy |
57,317
+13,060
| +30% | +$270K | 0.01% | 1059 |
|
2022
Q3 | $890K | Buy |
44,257
+1,379
| +3% | +$27.7K | 0.01% | 1112 |
|
2022
Q2 | $853K | Buy |
42,878
+7,708
| +22% | +$153K | 0.01% | 1121 |
|
2022
Q1 | $771K | Buy |
35,170
+2,837
| +9% | +$62.2K | 0.01% | 1213 |
|
2021
Q4 | $720K | Buy |
32,333
+3,698
| +13% | +$82.3K | 0.01% | 1214 |
|
2021
Q3 | $637K | Buy |
28,635
+1,985
| +7% | +$44.2K | 0.01% | 1233 |
|
2021
Q2 | $593K | Sell |
26,650
-1,951
| -7% | -$43.4K | 0.01% | 1236 |
|
2021
Q1 | $633K | Buy |
28,601
+8,916
| +45% | +$197K | 0.01% | 1147 |
|
2020
Q4 | $430K | Buy |
19,685
+8,536
| +77% | +$186K | ﹤0.01% | 1233 |
|
2020
Q3 | $232K | Buy |
+11,149
| New | +$232K | ﹤0.01% | 1415 |
|
2020
Q1 | – | Sell |
-10,315
| Closed | -$239K | – | 1464 |
|
2019
Q4 | $239K | Buy |
10,315
+956
| +10% | +$22.2K | ﹤0.01% | 1347 |
|
2019
Q3 | $215K | Sell |
9,359
-3,413
| -27% | -$78.4K | ﹤0.01% | 1369 |
|
2019
Q2 | $298K | Buy |
12,772
+120
| +0.9% | +$2.8K | ﹤0.01% | 1289 |
|
2019
Q1 | $294K | Sell |
12,652
-880
| -7% | -$20.4K | ﹤0.01% | 1272 |
|
2018
Q4 | $303K | Sell |
13,532
-466
| -3% | -$10.4K | 0.01% | 1168 |
|
2018
Q3 | $339K | Buy |
13,998
+2,884
| +26% | +$69.8K | 0.01% | 1213 |
|
2018
Q2 | $266K | Buy |
+11,114
| New | +$266K | 0.01% | 1148 |
|