Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $676K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $871K | Sell |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $717K | Buy |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $765K | Sell |
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|
2019
Q2 | $905K | Sell |
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|
2019
Q1 | $943K | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $913K | Buy |
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|
2018
Q2 | $688K | Sell |
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|
2018
Q1 | $698K | Sell |
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|
2017
Q4 | $763K | Buy |
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|
2017
Q3 | $713K | Buy |
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|
2017
Q2 | $675K | Buy |
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