AG
QHY

Advisor Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Advisor Group’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
2019
Q4 		$101K Buy
1,947
+1,342
+222% +$69.2K ﹤0.01% 2934
2019
Q3 		$32K Buy
+605
New +$31.1K ﹤0.01% 3695

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Advisor Group's QHY Position: Q4 2019 in Review

Advisor Group increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 222% in Q4 2019, buying an estimated $69.2K and bringing the position to 1,947 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Advisor Group first reported a position in QHY in Q3 2019 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold QHY as of Q4 2019.

  • Advisor Group held 1,947 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $101K as of Q4 2019.
  • Advisor Group bought 1,342 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2019, an estimated $69.2K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2934 holding.
  • Advisor Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2019 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.