RDA Financial Network’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
Q3 | – | Sell |
-20,124
| Closed | -$405K | – | 228 |
|
|
2020
Q2 | $405K | Sell |
20,124
-8,684
| -30% | -$175K | 0.2% | 114 |
|
|
2020
Q1 | $538K | Buy |
28,808
+1,736
| +6% | +$32.4K | 0.32% | 81 |
|
|
2019
Q4 | $629K | Buy |
27,072
+1,969
| +8% | +$45.7K | 0.26% | 99 |
|
|
2019
Q3 | $576K | Buy |
25,103
+1,456
| +6% | +$33.4K | 0.25% | 102 |
|
|
2019
Q2 | $551K | Buy |
23,647
+3,458
| +17% | +$80.6K | 0.25% | 101 |
|
|
2019
Q1 | $479K | Buy |
+20,189
| New | +$479K | 0.23% | 110 |
|