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

Belpointe Asset 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
2023 Q2	–	Sell	-23	Closed	-$1.03K	–	3477
2023 Q1	$1.03K	Hold	23	–	–	﹤0.01%	3473
2022 Q4	$1.01K	Buy	+23	New	+$1.02K	﹤0.01%	3435

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Leo Brokerage Hurst, Texas $876M AUM

CAN

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

PAG

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

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

Belpointe Asset Management's QHY Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 23 shares — an estimated $1.03K sold.

Belpointe Asset Management first reported a position in QHY in Q4 2022 and held it in 2 quarters. The position peaked at $1.03K in Q1 2023. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 23 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $1.03K.
Belpointe Asset Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.03K in Q1 2023.
49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.