WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$23K | – | 999 |
|
|
2019
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 710 |
|
|
2019
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 712 |
|
|
2018
Q4 | $22K | Sell |
1,000
-2,500
| -71% | -$55K | ﹤0.01% | 714 |
|
|
2018
Q3 | $85K | Hold |
3,500
| – | – | 0.01% | 526 |
|
|
2018
Q2 | $84K | Buy |
3,500
+2,500
| +250% | +$60K | 0.01% | 522 |
|
|
2018
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 685 |
|