SAM
Smartleaf Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
703
| – | – | ﹤0.01% | 1654 |
|
|
2025
Q1 | $15.4K | Buy |
703
+14
| +2% | +$307 | ﹤0.01% | 1743 |
|
|
2024
Q4 | $15.4K | Sell |
689
-8,770
| -93% | -$196K | ﹤0.01% | 1793 |
|
|
2024
Q3 | $209K | Hold |
9,459
| – | – | 0.03% | 484 |
|
|
2024
Q2 | $207K | Sell |
9,459
-3,221
| -25% | -$70.6K | 0.03% | 371 |
|
|
2024
Q1 | $279K | Sell |
12,680
-60,101
| -83% | -$1.32M | 0.05% | 296 |
|
|
2023
Q4 | $1.58M | Buy |
+72,781
| New | +$1.58M | 0.42% | 55 |
|