United Advisor Group’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
$364K Sell
16,261
-1,198
-7% -$26.8K 0.06% 280
2025
Q1
$382K Sell
17,459
-4,744
-21% -$104K 0.08% 233
2024
Q4
$494K Buy
+22,203
New +$494K 0.1% 198