Rehmann Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,754
| Closed | -$326K | – | 559 |
|
|
2022
Q4 | $326K | Buy |
+15,754
| New | +$326K | 0.03% | 391 |
|
|
2022
Q1 | – | Sell |
-29,472
| Closed | -$656K | – | 552 |
|
|
2021
Q4 | $656K | Buy |
+29,472
| New | +$656K | 0.06% | 267 |
|
|
2019
Q3 | – | Sell |
-5,946
| Closed | -$139K | – | 1857 |
|
|
2019
Q2 | $139K | Sell |
5,946
-1,653
| -22% | -$38.5K | 0.02% | 514 |
|
|
2019
Q1 | $177K | Sell |
7,599
-137,199
| -95% | -$3.19M | 0.02% | 437 |
|
|
2018
Q4 | $5.45M | Buy |
144,798
+137,010
| +1,759% | +$5.16M | 0.82% | 15 |
|
|
2018
Q3 | $189K | Buy |
7,788
+264
| +4% | +$6.39K | 0.03% | 414 |
|
|
2018
Q2 | $180K | Buy |
7,524
+385
| +5% | +$9.21K | 0.03% | 404 |
|
|
2018
Q1 | $171K | Buy |
+7,139
| New | +$171K | 0.03% | 411 |
|