Private Advisor 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $479K | Buy |
21,406
+222
| +1% | +$4.97K | ﹤0.01% | 1716 |
|
2025
Q1 | $464K | Buy |
21,184
+416
| +2% | +$9.11K | ﹤0.01% | 1639 |
|
2024
Q4 | $462K | Sell |
20,768
-12,348
| -37% | -$275K | ﹤0.01% | 1621 |
|
2024
Q3 | $733K | Sell |
33,116
-1,981
| -6% | -$43.9K | ﹤0.01% | 1410 |
|
2024
Q2 | $767K | Sell |
35,097
-3,162
| -8% | -$69.1K | 0.01% | 1325 |
|
2024
Q1 | $843K | Sell |
38,259
-55,505
| -59% | -$1.22M | 0.01% | 1241 |
|
2023
Q4 | $2.03M | Sell |
93,764
-33,537
| -26% | -$725K | 0.02% | 758 |
|
2023
Q3 | $2.69M | Buy |
127,301
+1,621
| +1% | +$34.2K | 0.02% | 603 |
|
2023
Q2 | $2.67M | Buy |
125,680
+26,826
| +27% | +$571K | 0.02% | 605 |
|
2023
Q1 | $2.05M | Sell |
98,854
-178
| -0.2% | -$3.7K | 0.02% | 666 |
|
2022
Q4 | $1.47M | Sell |
99,032
-1,962
| -2% | -$29K | 0.07% | 271 |
|
2022
Q3 | $2.03M | Buy |
100,994
+745
| +0.7% | +$15K | 0.02% | 616 |
|
2022
Q2 | $2M | Sell |
100,249
-31,829
| -24% | -$633K | 0.02% | 761 |
|
2022
Q1 | $2.9M | Buy |
132,078
+35,165
| +36% | +$771K | 0.02% | 642 |
|
2021
Q4 | $2.16M | Buy |
+96,913
| New | +$2.16M | 0.02% | 773 |
|
2020
Q3 | – | Sell |
-9,039
| Closed | -$182K | – | 2436 |
|
2020
Q2 | $182K | Sell |
9,039
-1,129
| -11% | -$22.7K | ﹤0.01% | 1405 |
|
2020
Q1 | $190K | Sell |
10,168
-138,948
| -93% | -$2.6M | ﹤0.01% | 1242 |
|
2019
Q4 | $3.46M | Sell |
149,116
-2,731
| -2% | -$63.3K | 0.05% | 371 |
|
2019
Q3 | $3.49M | Buy |
151,847
+3,250
| +2% | +$74.8K | 0.05% | 352 |
|
2019
Q2 | $3.46M | Buy |
148,597
+24,100
| +19% | +$562K | 0.06% | 318 |
|
2019
Q1 | $2.9M | Buy |
124,497
+4,285
| +4% | +$99.6K | 0.06% | 335 |
|
2018
Q4 | $2.7M | Sell |
120,212
-6,029
| -5% | -$135K | 0.07% | 297 |
|
2018
Q3 | $3.06M | Buy |
126,241
+103,415
| +453% | +$2.5M | 0.06% | 309 |
|
2018
Q2 | $544K | Sell |
22,826
-85,871
| -79% | -$2.05M | 0.01% | 719 |
|
2018
Q1 | $2.6M | Buy |
108,697
+87,968
| +424% | +$2.1M | 0.1% | 202 |
|
2017
Q4 | $503K | Buy |
+20,729
| New | +$503K | 0.02% | 660 |
|