WFG Advisors’s WisdomTree Trust WisdomTree WisdomTree Negative Duration High Yield Bond Fund HYND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,400
| Closed | -$27K | – | 1851 |
|
|
2016
Q3 | $27K | Hold |
1,400
| – | – | 0.01% | 874 |
|
|
2016
Q2 | $26K | Hold |
1,400
| – | – | 0.01% | 861 |
|
|
2016
Q1 | $26K | Sell |
1,400
-2,720
| -66% | -$50.5K | 0.01% | 828 |
|
|
2015
Q4 | $80K | Hold |
4,120
| – | – | 0.02% | 527 |
|
|
2015
Q3 | $82K | Buy |
4,120
+220
| +6% | +$4.38K | 0.03% | 504 |
|
|
2015
Q2 | $86K | Buy |
3,900
+1,335
| +52% | +$29.4K | 0.02% | 578 |
|
|
2015
Q1 | $54K | Buy |
+2,565
| New | +$54K | 0.02% | 708 |
|