Oppenheimer & Co’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
Q1 | – | Sell |
-9,262
| Closed | -$206K | – | 1616 |
|
2024
Q4 | $206K | Sell |
9,262
-265
| -3% | -$5.89K | ﹤0.01% | 1446 |
|
2024
Q3 | $211K | Sell |
9,527
-495
| -5% | -$11K | ﹤0.01% | 1388 |
|
2024
Q2 | $219K | Sell |
10,022
-4,266
| -30% | -$93.3K | ﹤0.01% | 1309 |
|
2024
Q1 | $315K | Buy |
14,288
+4,404
| +45% | +$97K | 0.01% | 1162 |
|
2023
Q4 | $214K | Buy |
+9,884
| New | +$214K | ﹤0.01% | 1265 |
|
2023
Q3 | – | Sell |
-14,245
| Closed | -$299K | – | 1418 |
|
2023
Q2 | $299K | Sell |
14,245
-1,840
| -11% | -$38.7K | 0.01% | 1157 |
|
2023
Q1 | $334K | Buy |
16,085
+4,497
| +39% | +$93.4K | 0.01% | 1102 |
|
2022
Q4 | $240K | Buy |
+11,588
| New | +$240K | 0.01% | 1172 |
|