Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,376
| Closed | -$210K | – | 488 |
|
|
2018
Q4 | $210K | Sell |
9,376
-2,000
| -18% | -$44.8K | 0.04% | 391 |
|
|
2018
Q3 | $275K | Sell |
11,376
-600
| -5% | -$14.5K | 0.04% | 386 |
|
|
2018
Q2 | $286K | Buy |
11,976
+641
| +6% | +$15.3K | 0.07% | 335 |
|
|
2018
Q1 | $271K | Hold |
11,335
| – | – | 0.07% | 329 |
|
|
2017
Q4 | $274K | Buy |
+11,335
| New | +$274K | 0.1% | 228 |
|