Osaic Holdings’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
74,330
+14,453
| +24% | +$325K | ﹤0.01% | 2246 |
|
|
2025
Q4 | $1.35M | Buy |
59,877
+288
| +0.5% | +$6.48K | ﹤0.01% | 2424 |
|
|
2025
Q3 | $1.34M | Sell |
59,589
-27,684
| -32% | -$622K | ﹤0.01% | 2533 |
|
|
2025
Q2 | $1.95M | Sell |
87,273
-27,983
| -24% | -$615K | ﹤0.01% | 1921 |
|
|
2025
Q1 | $2.52M | Buy |
115,256
+79,278
| +220% | +$1.77M | 0.01% | 1486 |
|
|
2024
Q4 | $800K | Buy |
35,978
+5,421
| +18% | +$121K | ﹤0.01% | 2382 |
|
|
2024
Q3 | $677K | Buy |
30,557
+8,196
| +37% | +$180K | ﹤0.01% | 2584 |
|
|
2024
Q2 | $489K | Sell |
22,361
-71,374
| -76% | -$1.57M | ﹤0.01% | 2790 |
|
|
2024
Q1 | $2.07M | Sell |
93,735
-23,405
| -20% | -$511K | ﹤0.01% | 1674 |
|
|
2023
Q4 | $2.53M | Sell |
117,140
-282,547
| -71% | -$6.01M | ﹤0.01% | 1684 |
|
|
2023
Q3 | $8.44M | Buy |
399,687
+149,734
| +60% | +$3.18M | 0.01% | 958 |
|
|
2023
Q2 | $5.25M | Sell |
249,953
-31,883
| -11% | -$658K | 0.01% | 1143 |
|
|
2023
Q1 | $5.85M | Buy |
281,836
+14,998
| +6% | +$313K | 0.01% | 1055 |
|
|
2022
Q4 | $5.52M | Buy |
266,838
+51,576
| +24% | +$1.07M | 0.01% | 1033 |
|
|
2022
Q3 | $4.33M | Sell |
215,262
-48,596
| -18% | -$1M | 0.01% | 1102 |
|
|
2022
Q2 | $5.25M | Buy |
263,858
+1,008
| +0.4% | +$21.3K | 0.01% | 1007 |
|
|
2022
Q1 | $5.76M | Sell |
262,850
-18,514
| -7% | -$403K | 0.01% | 1087 |
|
|
2021
Q4 | $6.27M | Buy |
281,364
+47,899
| +21% | +$1.06M | 0.01% | 982 |
|
|
2021
Q3 | $5.19M | Buy |
233,465
+16,820
| +8% | +$373K | 0.01% | 1028 |
|
|
2021
Q2 | $4.82M | Buy |
216,645
+17,709
| +9% | +$392K | 0.01% | 1062 |
|
|
2021
Q1 | $4.4M | Buy |
198,936
+18,694
| +10% | +$411K | 0.01% | 1035 |
|
|
2020
Q4 | $3.93M | Buy |
180,242
+59,733
| +50% | +$1.28M | 0.01% | 986 |
|
|
2020
Q3 | $2.5M | Sell |
120,509
-29,640
| -20% | -$619K | 0.01% | 1172 |
|
|
2020
Q2 | $3.02M | Sell |
150,149
-6,838
| -4% | -$137K | 0.01% | 989 |
|
|
2020
Q1 | $2.93M | Buy |
+156,987
| New | +$3.44M | 0.01% | 852 |
|
Other funds holding HYZD
SL
BRWA
IWC