Hcr Wealth Advisors Wisdomtree Tr Interest Rate He Transaction History

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Hcr Wealth Advisors holds 13,000 shares of HYZD stock, worth $283,660. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,000
Previous 18,000 27.78%
Holding current value
$283,660
Previous $400,000 29.0%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$21.89 - $22.65 $109,450 - $113,250
-5,000 Reduced 27.78%
13,000 $284,000
Q1 2024

May 10, 2024
SELL
$21.48 - $22.17 $64,440 - $66,510
-3,000 Reduced 14.29%
18,000 $396,000
Q2 2021

Jul 21, 2021
SELL
$22.0 - $22.27 $11,000 - $11,135
-500 Reduced 2.33%
21,000 $468,000
Q4 2020

Feb 04, 2021
BUY
$20.76 - $21.83 $62,280 - $65,489
3,000 Added 16.22%
21,500 $469,000
Q1 2018

May 15, 2018
BUY
N/A
8,000 Added 76.19%
18,500 $442,000
Q4 2017

Feb 13, 2018
BUY
N/A
10,500
10,500 $254,000

Others Institutions Holding HYZD

# of Institutions
61
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
  • Ticker HYZD
  • Sector ETFs
  • Industry ETFs
More about HYZD
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