CT
QHY

Caldwell Trust’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Caldwell Trust’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.4K Hold
269
2025
Q1 		$12.1K Hold
269
2024
Q4 		$12.1K Buy
+269