Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,240
| Closed | -$94K | – | 1141 |
|
|
2021
Q1 | $94K | Buy |
+4,240
| New | +$94K | 0.01% | 685 |
|
|
2020
Q3 | – | Sell |
-10,850
| Closed | -$218K | – | 364 |
|
|
2020
Q2 | $218K | Sell |
10,850
-897
| -8% | -$18K | 0.03% | 289 |
|
|
2020
Q1 | $219K | Sell |
11,747
-26,500
| -69% | -$494K | 0.03% | 251 |
|
|
2019
Q4 | $886K | Sell |
38,247
-459
| -1% | -$10.6K | 0.11% | 117 |
|
|
2019
Q3 | $891K | Buy |
38,706
+1,130
| +3% | +$26K | 0.13% | 98 |
|
|
2019
Q2 | $876K | Buy |
37,576
+4,939
| +15% | +$115K | 0.14% | 94 |
|
|
2019
Q1 | $759K | Buy |
32,637
+3,726
| +13% | +$86.7K | 0.13% | 96 |
|
|
2018
Q4 | $648K | Buy |
28,911
+5,420
| +23% | +$121K | 0.13% | 99 |
|
|
2018
Q3 | $569K | Buy |
23,491
+779
| +3% | +$18.9K | 0.1% | 107 |
|
|
2018
Q2 | $543K | Buy |
22,712
+9,087
| +67% | +$217K | 0.11% | 110 |
|
|
2018
Q1 | $326K | Buy |
13,625
+3,614
| +36% | +$86.5K | 0.07% | 144 |
|
|
2017
Q4 | $242K | Buy |
10,011
+1,586
| +19% | +$38.3K | 0.06% | 155 |
|
|
2017
Q3 | $203K | Buy |
+8,425
| New | +$203K | 0.06% | 146 |
|