Sigma Planning Corp’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
Q2 | – | Sell |
-10,298
| Closed | -$192K | – | 1066 |
|
|
2020
Q1 | $192K | Sell |
10,298
-7,254
| -41% | -$135K | 0.01% | 784 |
|
|
2019
Q4 | $407K | Hold |
17,552
| – | – | 0.02% | 657 |
|
|
2019
Q3 | $404K | Sell |
17,552
-291
| -2% | -$6.7K | 0.02% | 648 |
|
|
2019
Q2 | $416K | Buy |
17,843
+58
| +0.3% | +$1.35K | 0.02% | 609 |
|
|
2019
Q1 | $414K | Sell |
17,785
-371
| -2% | -$8.64K | 0.02% | 562 |
|
|
2018
Q4 | $407K | Sell |
18,156
-738
| -4% | -$16.5K | 0.03% | 495 |
|
|
2018
Q3 | $457K | Sell |
18,894
-316
| -2% | -$7.64K | 0.03% | 505 |
|
|
2018
Q2 | $460K | Buy |
+19,210
| New | +$460K | 0.03% | 480 |
|