Pictet North America 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-168,389
| Closed | -$3.14M | – | 132 |
|
2020
Q1 | $3.14M | Sell |
168,389
-126,615
| -43% | -$2.36M | 0.54% | 38 |
|
2019
Q4 | $6.84M | Buy |
295,004
+12,375
| +4% | +$287K | 0.84% | 27 |
|
2019
Q3 | $6.5M | Sell |
282,629
-192
| -0.1% | -$4.42K | 0.89% | 27 |
|
2019
Q2 | $6.59M | Sell |
282,821
-1,590
| -0.6% | -$37.1K | 0.96% | 27 |
|
2019
Q1 | $6.61M | Sell |
284,411
-322,811
| -53% | -$7.5M | 0.99% | 28 |
|
2018
Q4 | $13.7M | Sell |
607,222
-21,200
| -3% | -$478K | 1.24% | 19 |
|
2018
Q3 | $15.2M | Sell |
628,422
-1,748
| -0.3% | -$42.3K | 2.02% | 18 |
|
2018
Q2 | $15.1M | Buy |
630,170
+4,973
| +0.8% | +$119K | 2.24% | 16 |
|
2018
Q1 | $14.9M | Buy |
+625,197
| New | +$14.9M | 2.25% | 14 |
|