Advisornet Financial’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-69	Closed	-$3.13K	–	2539
2023 Q4	$3.13K	Buy	+69	New	+$3.02K	﹤0.01%	1601

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LWL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Advisornet Financial's QHY Position: Q1 2024 in Review

Advisornet Financial sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2024, closing a stake of 69 shares — an estimated $3.13K sold.

Advisornet Financial first reported a position in QHY in Q4 2023 and held it in 1 quarter. The position peaked at $3.13K in Q4 2023. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

Advisornet Financial reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 69 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $3.13K.
Advisornet Financial first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2023 and held it in 1 quarter.
Advisornet Financial's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $3.13K in Q4 2023.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.