MSAM
Moloney Securities Asset Management’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 | $479K | Sell |
21,377
-35
| -0.2% | -$784 | 0.06% | 274 |
|
|
2025
Q1 | $469K | Buy |
21,412
+4,867
| +29% | +$107K | 0.06% | 266 |
|
|
2024
Q4 | $368K | Buy |
16,545
+1,908
| +13% | +$42.4K | 0.05% | 307 |
|
|
2024
Q3 | $324K | Buy |
14,637
+1,055
| +8% | +$23.4K | 0.04% | 338 |
|
|
2024
Q2 | $297K | Buy |
13,582
+1,810
| +15% | +$39.6K | 0.04% | 353 |
|
|
2024
Q1 | $259K | Buy |
11,772
+1,515
| +15% | +$33.4K | 0.04% | 363 |
|
|
2023
Q4 | $222K | Buy |
+10,257
| New | +$222K | 0.04% | 389 |
|
|
2023
Q2 | – | Sell |
-9,646
| Closed | -$200K | – | 439 |
|
|
2023
Q1 | $200K | Buy |
+9,646
| New | +$200K | 0.04% | 380 |
|