Carroll Financial Associates’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Carroll Financial Associates’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-857	Closed	-$37K	–	1759
2020 Q1	$37K	Hold	857	–	–	﹤0.01%	645
2019 Q4	$43K	Hold	857	–	–	﹤0.01%	686
2019 Q3	$42K	Hold	857	–	–	﹤0.01%	660
2019 Q2	$43K	Buy	+857	New	+$43.3K	﹤0.01%	647

Other funds holding SFHY

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's SFHY Position: Q2 2020 in Review

Carroll Financial Associates sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 857 shares — an estimated $37K sold.

Carroll Financial Associates first reported a position in SFHY in Q2 2019 and held it in 4 quarters. The position peaked at $43K in Q4 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

Carroll Financial Associates reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 857 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $37K.
Carroll Financial Associates first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2019 and held it in 4 quarters.
Carroll Financial Associates's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $43K in Q4 2019.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.