Prospera Financial Services’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 | $1.62M | Sell |
72,583
-2,705
| -4% | -$60.6K | 0.03% | 518 |
|
|
2025
Q1 | $1.65M | Buy |
75,288
+3,657
| +5% | +$80.1K | 0.04% | 430 |
|
|
2024
Q4 | $1.59M | Buy |
71,631
+56,986
| +389% | +$1.27M | 0.04% | 418 |
|
|
2024
Q3 | $324K | Buy |
+14,645
| New | +$324K | 0.01% | 892 |
|
|
2020
Q4 | – | Sell |
-20,452
| Closed | -$425K | – | 1073 |
|
|
2020
Q3 | $425K | Hold |
20,452
| – | – | 0.16% | 114 |
|
|
2020
Q2 | $412K | Sell |
20,452
-594
| -3% | -$12K | 0.04% | 387 |
|
|
2020
Q1 | $393K | Sell |
21,046
-4,049
| -16% | -$75.6K | 0.04% | 352 |
|
|
2019
Q4 | $581K | Hold |
25,095
| – | – | 0.04% | 352 |
|
|
2019
Q3 | $577K | Buy |
25,095
+856
| +4% | +$19.7K | 0.06% | 277 |
|
|
2019
Q2 | $565K | Hold |
24,239
| – | – | 0.06% | 263 |
|
|
2019
Q1 | $570K | Buy |
24,239
+536
| +2% | +$12.6K | 0.19% | 149 |
|
|
2018
Q4 | $531K | Buy |
23,703
+142
| +0.6% | +$3.18K | 0.11% | 189 |
|
|
2018
Q3 | $564K | Hold |
23,561
| – | – | 0.11% | 196 |
|
|
2018
Q2 | $564K | Buy |
23,561
+884
| +4% | +$21.2K | 0.08% | 211 |
|
|
2018
Q1 | $542K | Buy |
+22,677
| New | +$542K | 0.08% | 225 |
|