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

Bernardo Wealth Planning’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	-29,951	Closed	-$1.34M	–	96
2023 Q1	$1.34M	Buy	29,951 +1,386	+5%	+$61.8K	0.58%	32
2022 Q4	$1.25M	Buy	+28,565	New	+$1.26M	0.59%	31

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

Bernardo Wealth Planning's QHY Position: Q2 2023 in Review

Bernardo Wealth Planning sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 29,951 shares — an estimated $1.34M sold.

Bernardo Wealth Planning first reported a position in QHY in Q4 2022 and held it in 2 quarters. The position peaked at $1.34M in Q1 2023. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

Bernardo Wealth Planning reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Bernardo Wealth Planning sold 29,951 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $1.34M.
Bernardo Wealth Planning first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and held it in 2 quarters.
Bernardo Wealth Planning's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.34M 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 Bernardo Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.