Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $110K | Buy |
4,975
+4,350
| +696% | +$95.8K | 0.04% | 155 |
|
|
2023
Q4 | $13.5K | Hold |
625
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $13.2K | Sell |
625
-225
| -26% | -$4.75K | 0.01% | 375 |
|
|
2023
Q2 | $17.9K | Sell |
850
-225
| -21% | -$4.73K | 0.01% | 334 |
|
|
2023
Q1 | $22K | Hold |
1,075
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $22K | Buy |
+1,075
| New | +$22K | 0.01% | 261 |
|
|
2022
Q3 | – | Sell |
-1,075
| Closed | -$21K | – | 628 |
|
|
2022
Q2 | $21K | Hold |
1,075
| – | – | 0.01% | 313 |
|
|
2022
Q1 | $24K | Hold |
1,075
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $24K | Hold |
1,075
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $24K | Sell |
1,075
-1,300
| -55% | -$29K | 0.01% | 288 |
|
|
2021
Q2 | $53K | Sell |
2,375
-1,145
| -33% | -$25.6K | 0.03% | 231 |
|
|
2021
Q1 | $78K | Hold |
3,520
| – | – | 0.04% | 216 |
|
|
2020
Q4 | $76K | Sell |
3,520
-750
| -18% | -$16.2K | 0.03% | 211 |
|
|
2020
Q3 | $89K | Hold |
4,270
| – | – | 0.05% | 189 |
|
|
2020
Q2 | $86K | Buy |
+4,270
| New | +$86K | 0.05% | 181 |
|
|
2019
Q4 | $99K | Buy |
+4,270
| New | +$99K | 0.06% | 166 |
|