Steward Partners Investment Advisory’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
Q3
Sell
-1,088
Closed -$22K 2790
2020
Q2
$22K Hold
1,088
﹤0.01% 1732
2020
Q1
$20K Hold
1,088
﹤0.01% 1612
2019
Q4
$25K Hold
1,088
﹤0.01% 1701
2019
Q3
$25K Buy
+1,088
New +$25K ﹤0.01% 1644