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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-38,692
| Closed | -$1.65M | – | 310 |
|
|
2022
Q1 | $1.65M | Buy |
38,692
+19,349
| +100% | +$824K | 0.29% | 62 |
|
|
2021
Q4 | $431K | Buy |
+19,343
| New | +$431K | 0.02% | 450 |
|
|
2021
Q3 | – | Sell |
-31,897
| Closed | -$710K | – | 509 |
|
|
2021
Q2 | $710K | Buy |
31,897
+16,306
| +105% | +$363K | 0.05% | 364 |
|
|
2021
Q1 | $346K | Buy |
15,591
+127
| +0.8% | +$2.82K | 0.01% | 778 |
|
|
2020
Q4 | $337K | Buy |
15,464
+14,145
| +1,072% | +$308K | 0.01% | 647 |
|
|
2020
Q3 | $27K | Sell |
1,319
-17,312
| -93% | -$354K | ﹤0.01% | 1429 |
|
|
2020
Q2 | $375K | Buy |
18,631
+17,312
| +1,313% | +$348K | 0.02% | 533 |
|
|
2020
Q1 | $25K | Buy |
1,319
+277
| +27% | +$5.25K | ﹤0.01% | 1308 |
|
|
2019
Q4 | $24K | Sell |
1,042
-1,222
| -54% | -$28.1K | ﹤0.01% | 1373 |
|
|
2019
Q3 | $52K | Buy |
+2,264
| New | +$52K | ﹤0.01% | 983 |
|