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

Baldwin Wealth Partners’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 Q4	–	Sell	-17,779	Closed	-$821K	–	1073
2024 Q3	$821K	Buy	+17,779	New	+$811K	0.06%	135

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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

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

Baldwin Wealth Partners's QHY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2024, closing a stake of 17,779 shares — an estimated $821K sold.

Baldwin Wealth Partners first reported a position in QHY in Q3 2024 and held it in 1 quarter. The position peaked at $821K in Q3 2024. 61 funds tracked by Wall St. Rank hold QHY as of Q4 2024.

Baldwin Wealth Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 17,779 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2024, an estimated $821K.
Baldwin Wealth Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $821K in Q3 2024.
61 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.