Verus Capital Partners’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 | $733K | Buy |
32,729
+1,963
| +6% | +$43.9K | 0.06% | 184 |
|
|
2025
Q1 | $673K | Buy |
30,766
+464
| +2% | +$10.2K | 0.06% | 180 |
|
|
2024
Q4 | $674K | Sell |
30,302
-3,237
| -10% | -$72K | 0.06% | 182 |
|
|
2024
Q3 | $743K | Buy |
33,539
+26
| +0.1% | +$576 | 0.07% | 166 |
|
|
2024
Q2 | $733K | Buy |
33,513
+275
| +0.8% | +$6.01K | 0.07% | 160 |
|
|
2024
Q1 | $732K | Sell |
33,238
-831
| -2% | -$18.3K | 0.08% | 142 |
|
|
2023
Q4 | $736K | Buy |
34,069
+503
| +1% | +$10.9K | 0.09% | 130 |
|
|
2023
Q3 | $709K | Sell |
33,566
-597
| -2% | -$12.6K | 0.1% | 123 |
|
|
2023
Q2 | $718K | Sell |
34,163
-4,940
| -13% | -$104K | 0.1% | 117 |
|
|
2023
Q1 | $812K | Buy |
39,103
+1,168
| +3% | +$24.3K | 0.13% | 107 |
|
|
2022
Q4 | $784K | Buy |
+37,935
| New | +$784K | 0.15% | 98 |
|
|
2022
Q2 | – | Sell |
-64,425
| Closed | -$1.37M | – | 308 |
|
|
2022
Q1 | $1.37M | Buy |
+64,425
| New | +$1.37M | 0.21% | 86 |
|