Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $197K | Buy |
8,866
+47
| +0.5% | +$1.04K | 0.01% | 901 |
|
|
2021
Q3 | $196K | Buy |
8,819
+792
| +10% | +$17.6K | 0.02% | 844 |
|
|
2021
Q2 | $179K | Buy |
8,027
+6
| +0.1% | +$134 | 0.01% | 868 |
|
|
2021
Q1 | $177K | Buy |
8,021
+12
| +0.1% | +$265 | 0.02% | 813 |
|
|
2020
Q4 | $175K | Buy |
8,009
+1,763
| +28% | +$38.5K | 0.02% | 761 |
|
|
2020
Q3 | $130K | Buy |
+6,246
| New | +$130K | 0.01% | 763 |
|
|
2020
Q2 | – | Sell |
-4,645
| Closed | -$87K | – | 1173 |
|
|
2020
Q1 | $87K | Sell |
4,645
-1,041
| -18% | -$19.5K | 0.01% | 797 |
|
|
2019
Q4 | $132K | Buy |
5,686
+2,121
| +59% | +$49.2K | 0.01% | 853 |
|
|
2019
Q3 | $82K | Buy |
3,565
+998
| +39% | +$23K | 0.01% | 975 |
|
|
2019
Q2 | $60K | Buy |
+2,567
| New | +$60K | 0.01% | 1108 |
|
|
2019
Q1 | – | Sell |
-124
| Closed | -$3K | – | 1845 |
|
|
2018
Q4 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 1673 |
|
|
2017
Q4 | – | Sell |
-124
| Closed | -$3K | – | 759 |
|
|
2017
Q3 | $3K | Hold |
124
| – | – | ﹤0.01% | 1539 |
|
|
2017
Q2 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 1669 |
|