RSWM

Robertson Stephens Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-45,773	Closed	-$967K	–	458
2023 Q3	$967K	Sell	45,773 -629	-1%	-$13.3K	0.07%	214
2023 Q2	$975K	Buy	46,402 +2,493	+6%	+$52.4K	0.07%	195
2023 Q1	$912K	Buy	+43,909	New	+$912K	0.07%	206