Sowell Financial Services’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $27K | Sell |
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|
2020
Q2 | $375K | Buy |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q4 | $24K | Sell |
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|
2019
Q3 | $52K | Buy |
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