Avior Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-2,337	Closed	-$105K	–	2424
2024 Q4	$105K	Sell	2,337 -3	-0.1%	-$137	﹤0.01%	879
2024 Q3	$108K	Sell	2,340 -2,433	-51%	-$111K	﹤0.01%	866
2024 Q2	$213K	Sell	4,773 -1,003	-17%	-$44.9K	0.01%	654
2024 Q1	$262K	Buy	+5,776	New	+$261K	0.01%	630
2023 Q4	–	Sell	-2,868	Closed	-$124K	–	1678
2023 Q3	$124K	Sell	2,868 -51	-2%	-$2.25K	0.01%	592
2023 Q2	$129K	Buy	2,919 +36	+1%	+$1.59K	0.01%	595
2023 Q1	$129K	Buy	+2,883	New	+$129K	0.01%	593
2022 Q4	–	Sell	-317	Closed	-$13K	–	1338
2022 Q3	$13K	Sell	317 -536	-63%	-$24.3K	﹤0.01%	820
2022 Q2	$37K	Hold	853	–	–	﹤0.01%	615
2022 Q1	$42K	Sell	853 -194	-19%	-$9.75K	﹤0.01%	623
2021 Q4	$54K	Hold	1,047	–	–	﹤0.01%	578
2021 Q3	$55K	Hold	1,047	–	–	﹤0.01%	551
2021 Q2	$55K	Hold	1,047	–	–	0.01%	522
2021 Q1	$54K	Buy	+1,047	New	+$54.6K	0.01%	517

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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

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

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

GFG

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

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management's QHY Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2025, closing a stake of 2,337 shares — an estimated $105K sold.

Avior Wealth Management first reported a position in QHY in Q1 2021 and held it in 14 quarters. The position peaked at $262K in Q1 2024. 67 funds tracked by Wall St. Rank hold QHY as of Q1 2025.

Avior Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,337 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2025, an estimated $105K.
Avior Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 14 quarters.
Avior Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $262K in Q1 2024.
67 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.