Acorn Wealth Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Acorn Wealth Advisors’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,446	Closed	-$205K	–	247
2024 Q3	$205K	Buy	+4,446	New	+$203K	0.09%	219
2024 Q2	–	Sell	-4,446	Closed	-$201K	–	213
2024 Q1	$201K	Sell	4,446 -54	-1%	-$2.44K	0.11%	196
2023 Q4	$204K	Buy	+4,500	New	+$197K	0.12%	180
2023 Q2	–	Sell	-4,500	Closed	-$201K	–	180
2023 Q1	$201K	Buy	+4,500	New	+$201K	0.15%	162
2022 Q3	–	Sell	-4,557	Closed	-$201K	–	168
2022 Q2	$201K	Hold	4,557	–	–	0.16%	156
2022 Q1	$225K	Sell	4,557 -68	-1%	-$3.42K	0.15%	158
2021 Q4	$243K	Sell	4,625 -75	-2%	-$3.92K	0.15%	155
2021 Q3	$247K	Sell	4,700 -33	-0.7%	-$1.74K	0.17%	141
2021 Q2	$250K	Sell	4,733 -18	-0.4%	-$943	0.17%	140
2021 Q1	$247K	Buy	4,751 +772	+19%	+$40.3K	0.18%	132
2020 Q4	$209K	Buy	+3,979	New	+$204K	0.16%	139

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Acorn Wealth Advisors's QHY Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2024, closing a stake of 4,446 shares — an estimated $205K sold.

Acorn Wealth Advisors first reported a position in QHY in Q4 2020 and held it in 11 quarters. The position peaked at $250K in Q2 2021. 61 funds tracked by Wall St. Rank hold QHY as of Q4 2024.

Acorn Wealth Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2024 after selling out during the quarter.
Acorn Wealth Advisors sold 4,446 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2024, an estimated $205K.
Acorn Wealth Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2020 and held it in 11 quarters.
Acorn Wealth Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $250K in Q2 2021.
61 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.