AE Wealth Management’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

AE Wealth Management’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
2020 Q2	–	Sell	-20,301	Closed	-$893K	–	1370
2020 Q1	$893K	Sell	20,301 -11,912	-37%	-$580K	0.02%	512
2019 Q4	$1.63M	Buy	32,213 +9,152	+40%	+$460K	0.04%	399
2019 Q3	$1.16M	Sell	23,061 -1,241	-5%	-$62.4K	0.03%	412
2019 Q2	$1.23M	Buy	24,302 +12,299	+102%	+$621K	0.04%	349
2019 Q1	$605K	Buy	+12,003	New	+$599K	0.04%	304

Other funds holding SFHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

AE Wealth Management's SFHY Position: Q2 2020 in Review

AE Wealth Management sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 20,301 shares — an estimated $893K sold.

AE Wealth Management first reported a position in SFHY in Q1 2019 and held it in 5 quarters. The position peaked at $1.63M in Q4 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

AE Wealth Management reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
AE Wealth Management sold 20,301 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $893K.
AE Wealth Management first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2019 and held it in 5 quarters.
AE Wealth Management's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $1.63M in Q4 2019.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.