Cetera Advisor Networks’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$6.86M	Buy	151,351 +32,634	+27%	+$1.47M	0.03%	502
2023 Q4	$5.39M	Sell	118,717 -2,345	-2%	-$103K	0.03%	543
2023 Q3	$5.23M	Buy	121,062 +679	+0.6%	+$29.9K	0.03%	500
2023 Q2	$5.32M	Buy	120,383 +20,693	+21%	+$912K	0.04%	462
2023 Q1	$4.46M	Buy	99,690 +8,053	+9%	+$359K	0.03%	522
2022 Q4	$4.03M	Buy	+91,637	New	+$4.05M	0.03%	529
2020 Q3	–	Sell	-414	Closed	-$20K	–	3084
2020 Q2	$20K	Buy	+414	New	+$19.8K	﹤0.01%	2399

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's QHY Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 27% in Q1 2024, buying an estimated $1.47M and bringing the position to 151,351 shares worth $6.86M. The position accounts for 0.03% of the portfolio, ranked #502.

Cetera Advisor Networks first reported a position in QHY in Q2 2020 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

Cetera Advisor Networks held 151,351 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $6.86M as of Q1 2024.
Cetera Advisor Networks bought 32,634 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $1.47M.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #502 holding.
Cetera Advisor Networks first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.