NEIRG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-130,253
| Closed | -$2.69M | – | 145 |
|
|
2022
Q4 | $2.69M | Buy |
130,253
+185
| +0.1% | +$3.82K | 0.51% | 61 |
|
|
2022
Q3 | $2.62M | Sell |
130,068
-1,712
| -1% | -$34.4K | 0.52% | 55 |
|
|
2022
Q2 | $2.62M | Buy |
131,780
+528
| +0.4% | +$10.5K | 0.57% | 51 |
|
|
2022
Q1 | $2.88M | Sell |
131,252
-1,878
| -1% | -$41.2K | 0.56% | 50 |
|
|
2021
Q4 | $2.97M | Buy |
+133,130
| New | +$2.97M | 0.57% | 41 |
|