Morgan Stanley’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 | $16.3M | Sell |
727,574
-12,725
| -2% | -$285K | ﹤0.01% | 3006 |
|
|
2025
Q1 | $16.2M | Buy |
740,299
+168,871
| +30% | +$3.7M | ﹤0.01% | 2905 |
|
|
2024
Q4 | $12.7M | Sell |
571,428
-97
| -0% | -$2.16K | ﹤0.01% | 3188 |
|
|
2024
Q3 | $12.7M | Buy |
571,525
+62,705
| +12% | +$1.39M | ﹤0.01% | 3244 |
|
|
2024
Q2 | $11.1M | Buy |
508,820
+7,277
| +1% | +$159K | ﹤0.01% | 3241 |
|
|
2024
Q1 | $11M | Sell |
501,543
-641,225
| -56% | -$14.1M | ﹤0.01% | 3275 |
|
|
2023
Q4 | $24.7M | Buy |
1,142,768
+650,045
| +132% | +$14.1M | ﹤0.01% | 3145 |
|
|
2023
Q3 | $10.4M | Sell |
492,723
-14,065
| -3% | -$297K | ﹤0.01% | 3096 |
|
|
2023
Q2 | $10.7M | Sell |
506,788
-53,616
| -10% | -$1.13M | ﹤0.01% | 3096 |
|
|
2023
Q1 | $11.6M | Sell |
560,404
-7,947
| -1% | -$165K | ﹤0.01% | 3003 |
|
|
2022
Q4 | $11.7M | Sell |
568,351
-22,858
| -4% | -$472K | ﹤0.01% | 2922 |
|
|
2022
Q3 | $11.9M | Sell |
591,209
-189,303
| -24% | -$3.81M | ﹤0.01% | 2762 |
|
|
2022
Q2 | $15.5M | Buy |
780,512
+139,401
| +22% | +$2.77M | ﹤0.01% | 2567 |
|
|
2022
Q1 | $14.1M | Sell |
641,111
-25,933
| -4% | -$568K | ﹤0.01% | 2500 |
|
|
2021
Q4 | $14.9M | Buy |
667,044
+73,916
| +12% | +$1.65M | ﹤0.01% | 2495 |
|
|
2021
Q3 | $13.2M | Buy |
593,128
+172,258
| +41% | +$3.83M | ﹤0.01% | 2573 |
|
|
2021
Q2 | $9.37M | Buy |
420,870
+305,868
| +266% | +$6.81M | ﹤0.01% | 3068 |
|
|
2021
Q1 | $2.54M | Buy |
115,002
+63,272
| +122% | +$1.4M | ﹤0.01% | 4076 |
|
|
2020
Q4 | $1.13M | Sell |
51,730
-10,201
| -16% | -$223K | ﹤0.01% | 4586 |
|
|
2020
Q3 | $1.29M | Buy |
61,931
+19,629
| +46% | +$408K | ﹤0.01% | 4027 |
|
|
2020
Q2 | $852K | Sell |
42,302
-86,950
| -67% | -$1.75M | ﹤0.01% | 4283 |
|
|
2020
Q1 | $2.41M | Buy |
129,252
+94,700
| +274% | +$1.77M | ﹤0.01% | 3200 |
|
|
2019
Q4 | $801K | Sell |
34,552
-6,261
| -15% | -$145K | ﹤0.01% | 4667 |
|
|
2019
Q3 | $939K | Buy |
40,813
+3,864
| +10% | +$88.9K | ﹤0.01% | 4335 |
|
|
2019
Q2 | $861K | Buy |
36,949
+120
| +0.3% | +$2.8K | ﹤0.01% | 4305 |
|
|
2019
Q1 | $856K | Sell |
36,829
-11,411
| -24% | -$265K | ﹤0.01% | 4219 |
|
|
2018
Q4 | $1.08M | Sell |
48,240
-36,219
| -43% | -$812K | ﹤0.01% | 4214 |
|
|
2018
Q3 | $2.05M | Sell |
84,459
-9,098
| -10% | -$220K | ﹤0.01% | 3981 |
|
|
2018
Q2 | $2.24M | Sell |
93,557
-5,487
| -6% | -$131K | ﹤0.01% | 3968 |
|
|
2018
Q1 | $2.37M | Buy |
99,044
+57,482
| +138% | +$1.37M | ﹤0.01% | 3839 |
|
|
2017
Q4 | $1M | Buy |
41,562
+22,125
| +114% | +$534K | ﹤0.01% | 4536 |
|
|
2017
Q3 | $469K | Buy |
+19,437
| New | +$469K | ﹤0.01% | 4918 |
|
|
2014
Q4 | – | Sell |
-221
| Closed | -$5K | – | 6610 |
|
|
2014
Q3 | $5K | Buy |
+221
| New | +$5K | ﹤0.01% | 6321 |
|