AG
SFHY

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

Advisor Group’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Sell
104
-55
-35% -$2.76K ﹤0.01% 4702
2019
Q3 		$8K Hold
159
– – ﹤0.01% 4481
2019
Q2 		$8K Sell
159
-808
-84% -$40.8K ﹤0.01% 4506
2019
Q1 		$49K Hold
967
– – ﹤0.01% 3404
2018
Q4 		$46K Hold
967
– – ﹤0.01% 3245
2018
Q3 		$49K Buy
+967
New +$48.5K ﹤0.01% 3313

Other funds holding SFHY

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Advisor Group's SFHY Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) stake by 35% in Q4 2019, selling an estimated $2.76K and leaving 104 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4702.

Advisor Group first reported a position in SFHY in Q3 2018 and has held it in 6 quarters since. The position peaked at $49K in Q1 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q4 2019.

  • Advisor Group held 104 shares of WisdomTree U.S. Short Term High Yield Corporate Bond Fund worth $5K as of Q4 2019.
  • Advisor Group sold 55 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2019, an estimated $2.76K.
  • WisdomTree U.S. Short Term High Yield Corporate Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4702 holding.
  • Advisor Group first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $49K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q4 2019.

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