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WealthPLAN Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

WealthPLAN Partners’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,272
Closed -$174K – 668
2023
Q2 		$174K Hold
8,272
– – 0.02% 312
2023
Q1 		$172K Buy
+8,272
New +$172K 0.02% 335