Avantax Advisory Services’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$202K	Buy	+4,377	New	+$198K	﹤0.01%	2203
2021 Q1	–	Sell	-7,580	Closed	-$397K	–	1080
2020 Q4	$397K	Sell	7,580 -1,727	-19%	-$88.6K	0.01%	630
2020 Q3	$472K	Buy	9,307 +1,869	+25%	+$94.2K	0.01%	811
2020 Q2	$367K	Buy	7,438 +511	+7%	+$24.4K	0.01%	571
2020 Q1	$311K	Buy	6,927 +2,203	+47%	+$110K	0.01%	560
2019 Q4	$246K	Buy	4,724 +590	+14%	+$30.4K	0.01%	708
2019 Q3	$212K	Sell	4,134 -201	-5%	-$10.3K	0.01%	527
2019 Q2	$222K	Buy	+4,335	New	+$221K	0.01%	460

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

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

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

GFG

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

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

CWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Avantax Advisory Services's QHY Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2025: 4,377 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in QHY as recently as Q4 2020.

Avantax Advisory Services first reported a position in QHY in Q2 2019 and has held it in 8 quarters since. The position peaked at $472K in Q3 2020. 66 funds tracked by Wall St. Rank hold QHY as of Q2 2025.

Avantax Advisory Services held 4,377 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $202K as of Q2 2025.
WisdomTree U.S. High Yield Corporate Bond Fund was a new Avantax Advisory Services position in Q2 2025.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2203 holding.
Avantax Advisory Services first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2019 and has held it in 8 quarters since.
Avantax Advisory Services's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $472K in Q3 2020.
66 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.