Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
58,268
+21,896
| +60% | +$490K | ﹤0.01% | 2145 |
|
|
2025
Q1 | $796K | Buy |
36,372
+16,057
| +79% | +$351K | ﹤0.01% | 2379 |
|
|
2024
Q4 | $452K | Hold |
20,315
| – | – | ﹤0.01% | 2737 |
|
|
2024
Q3 | $450K | Sell |
20,315
-1,135
| -5% | -$25.1K | ﹤0.01% | 2739 |
|
|
2024
Q2 | $469K | Buy |
21,450
+2,444
| +13% | +$53.4K | ﹤0.01% | 2665 |
|
|
2024
Q1 | $419K | Sell |
19,006
-1,441
| -7% | -$31.7K | ﹤0.01% | 2722 |
|
|
2023
Q4 | $442K | Sell |
20,447
-1,000
| -5% | -$21.6K | ﹤0.01% | 2632 |
|
|
2023
Q3 | $453K | Sell |
21,447
-928
| -4% | -$19.6K | ﹤0.01% | 2546 |
|
|
2023
Q2 | $470K | Sell |
22,375
-1,333
| -6% | -$28K | ﹤0.01% | 2559 |
|
|
2023
Q1 | $492K | Hold |
23,708
| – | – | ﹤0.01% | 2518 |
|
|
2022
Q4 | $490K | Hold |
23,708
| – | – | ﹤0.01% | 2484 |
|
|
2022
Q3 | $477K | Hold |
23,708
| – | – | ﹤0.01% | 2462 |
|
|
2022
Q2 | $472K | Sell |
23,708
-132
| -0.6% | -$2.63K | ﹤0.01% | 2494 |
|
|
2022
Q1 | $523K | Buy |
23,840
+7,038
| +42% | +$154K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $374K | Sell |
16,802
-1
| -0% | -$22 | ﹤0.01% | 2764 |
|
|
2021
Q3 | $374K | Buy |
+16,803
| New | +$374K | ﹤0.01% | 2756 |
|
|
2019
Q3 | – | Sell |
-9,008
| Closed | -$210K | – | 2903 |
|
|
2019
Q2 | $210K | Sell |
9,008
-9,660
| -52% | -$225K | ﹤0.01% | 2687 |
|
|
2019
Q1 | $438K | Buy |
+18,668
| New | +$438K | ﹤0.01% | 2140 |
|