Cetera Investment Advisers

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

Cetera Investment Advisers’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
2026 Q1	$9.25M	Buy	203,070 +5,470	+3%	+$253K	0.01%	1105
2025 Q4	$9.18M	Sell	197,600 -446	-0.2%	-$20.7K	0.01%	1084
2025 Q3	$9.22M	Buy	198,046 +8,839	+5%	+$409K	0.01%	1033
2025 Q2	$8.72M	Buy	189,207 +13,024	+7%	+$588K	0.01%	892
2025 Q1	$7.95M	Buy	176,183 +6,030	+4%	+$274K	0.02%	876
2024 Q4	$7.68M	Buy	170,153 +4,689	+3%	+$214K	0.02%	831
2024 Q3	$7.64M	Buy	165,464 +12,339	+8%	+$563K	0.02%	810
2024 Q2	$6.83M	Sell	153,125 -738	-0.5%	-$33K	0.02%	837
2024 Q1	$6.97M	Buy	+153,863	New	+$6.95M	0.02%	815

Other funds holding QHY

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return