OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,993
| Closed | -$231K | – | 1014 |
|
|
2023
Q2 | $231K | Buy |
10,993
+967
| +10% | +$20.3K | 0.01% | 910 |
|
|
2023
Q1 | $208K | Buy |
+10,026
| New | +$208K | ﹤0.01% | 902 |
|
|
2019
Q2 | – | Sell |
-10,123
| Closed | -$235K | – | 1204 |
|
|
2019
Q1 | $235K | Sell |
10,123
-1,114
| -10% | -$25.9K | 0.03% | 264 |
|
|
2018
Q4 | $252K | Buy |
+11,237
| New | +$252K | 0.04% | 228 |
|