Carson Wealth (CWM LLC)
QHY

Carson Wealth (CWM LLC)’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$73.7M Sell
1,597,815
-24,034
-1% -$1.11M 0.26% 77
2025
Q1 		$73.1M Buy
1,621,849
+8,730
+0.5% +$394K 0.29% 71
2024
Q4 		$72.8M Sell
1,613,119
-13,684
-0.8% -$618K 0.3% 64
2024
Q3 		$75.1M Sell
1,626,803
-22,746
-1% -$1.05M 0.32% 56
2024
Q2 		$73.6M Sell
1,649,549
-86,236
-5% -$3.85M 0.35% 49
2024
Q1 		$78.6M Buy
1,735,785
+6,148
+0.4% +$279K 0.38% 46
2023
Q4 		$78.6M Sell
1,729,637
-136,603
-7% -$6.2M 0.42% 46
2023
Q3 		$80.6M Buy
1,866,240
+39,555
+2% +$1.71M 0.49% 39
2023
Q2 		$80.7M Buy
1,826,685
+76,921
+4% +$3.4M 0.5% 39
2023
Q1 		$78.3M Buy
1,749,764
+501,849
+40% +$22.5M 0.53% 37
2022
Q4 		$54.8M Buy
1,247,915
+19,466
+2% +$855K 0.4% 51
2022
Q3 		$52.4M Buy
1,228,449
+110,010
+10% +$4.69M 0.42% 49
2022
Q2 		$49.2M Buy
1,118,439
+150,348
+16% +$6.62M 0.38% 52
2022
Q1 		$47.8M Buy
968,091
+180,980
+23% +$8.93M 0.34% 53
2021
Q4 		$41.3M Buy
+787,111
New +$41.3M 0.29% 62
2021
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2021
Q1 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q4 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q3 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q1 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q4 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q3 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q1 		$30.1M Buy
+570,964
New +$30.1M 0.24% 76