Geneos Wealth Management Inc.

Position in HYZD — WisdomTree Interest Rate Hedged High Yield Bond Fund

CIK 1764754 ENGLEWOOD, CO

All Filings in HYZD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 HYZD	$202,227	9,188	0.0%	Shares	Sole	2026-05-05
2025-12-31 HYZD	$207,005	9,188	+4.0%	Shares	Sole	2026-01-28
2025-09-30 HYZD	$198,678	8,838	-2.0%	Shares	Sole	2025-10-22
2025-06-30 HYZD	$201,823	9,014	+9.3%	Shares	Sole	2025-08-18
2025-03-31 HYZD	$180,548	8,248	-6.3%	Shares	Sole	2025-05-08
2024-12-31 HYZD	$195,667	8,798	+4.0%	Shares	Sole	2025-01-21
2024-09-30 HYZD	$187,282	8,459	-18.1%	Shares	Sole	2024-11-14
2024-06-30 HYZD	$225,791	10,329	-9.7%	Shares	Sole	2024-07-23
2024-03-31 HYZD	$251,935	11,436	0.0%	Shares	Sole	2024-05-03
2023-12-31 HYZD	$247,246	11,436	+26.5%	Shares	Sole	2024-01-26
2023-09-30 HYZD	$190,945	9,041	-2.7%	Shares	Sole	2023-10-11
2023-06-30 HYZD	$195,296	9,291	-58.7%	Shares	Sole	2023-08-08
2023-03-31 HYZD	$467,553	22,511	+4.0%	Shares	Sole	2023-04-25
2022-12-31 HYZD	$447,381	21,644	-4.5%	Shares	Sole	2023-01-31
2022-09-30 HYZD	$455,999	22,664	-1.8%	Shares	Sole	2022-11-14
2022-06-30 HYZD	$459,112	23,071	+6.1%	Shares	Sole	2022-07-22
2022-03-31 HYZD	$476,694	21,747	+34.1%	Shares	Sole	2022-05-16
2021-12-31 HYZD	$361,018	16,211	+21.0%	Shares	Sole	2022-02-09
2021-09-30 HYZD	$297,882	13,400	+19.1%	Shares	Sole	2021-11-09
2021-06-30 HYZD	$250,604	11,253	+21.0%	Shares	Sole	2021-07-08
2021-03-31 HYZD	$205,693	9,299	-1.1%	Shares	Sole	2021-06-17
2020-12-31 HYZD	$205,108	9,400	+70.1%	Shares	Sole	2021-05-19
2020-09-30 HYZD	$114,754	5,525	-9.1%	Shares	Sole	2021-09-07
2020-06-30 HYZD	$122,350	6,078	+77.3%	Shares	Sole	2021-09-07
2020-03-31 HYZD	$64,000	3,428	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.