Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-292
| Closed | -$6.38K | – | 693 |
|
|
2024
Q2 | $6.38K | Hold |
292
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $6.43K | Hold |
292
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $6.31K | Hold |
292
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $6.17K | Hold |
292
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $6.14K | Hold |
292
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $6.07K | Hold |
292
| – | – | ﹤0.01% | 533 |
|
|
2022
Q4 | $6.04K | Hold |
292
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $6K | Hold |
292
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $6K | Hold |
292
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $6K | Hold |
292
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $7K | Hold |
292
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $6K | Hold |
292
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $7K | Buy |
292
+29
| +11% | +$695 | ﹤0.01% | 553 |
|
|
2021
Q1 | $6 | Sell |
263
-29
| -10% | -$1 | ﹤0.01% | 569 |
|
|
2020
Q4 | $6K | Hold |
292
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $6K | Sell |
292
-1,342
| -82% | -$27.6K | ﹤0.01% | 500 |
|
|
2020
Q2 | $33K | Sell |
1,634
-6,412
| -80% | -$129K | 0.01% | 283 |
|
|
2020
Q1 | $150K | Sell |
8,046
-25,283
| -76% | -$471K | 0.07% | 122 |
|
|
2019
Q4 | $772K | Buy |
+33,329
| New | +$772K | 0.33% | 56 |
|