Cherry Tree Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Cherry Tree Wealth Management’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 Q3	$27.6K	Hold	624	–	–	0.01%	338
2026 Q2	$28.6K	Hold	624	–	–	0.01%	339
2026 Q1	$28.4K	Hold	624	–	–	0.01%	319
2025 Q4	$29K	Hold	624	–	–	0.01%	315
2025 Q3	$29K	Hold	624	–	–	0.01%	304
2025 Q2	$28.8K	Hold	624	–	–	0.01%	299
2025 Q1	$28.1K	Hold	624	–	–	0.01%	306
2024 Q4	$28.2K	Hold	624	–	–	0.01%	299
2024 Q3	$28.8K	Hold	624	–	–	0.01%	302
2024 Q2	$27.8K	Hold	624	–	–	0.01%	298
2024 Q1	$28.3K	Hold	624	–	–	0.01%	293
2023 Q4	$28.3K	Hold	624	–	–	0.01%	283
2023 Q3	$27K	Hold	624	–	–	0.01%	273
2023 Q2	$27.6K	Buy	+624	New	+$27.5K	0.01%	267

Other funds holding QHY

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cherry Tree Wealth Management's QHY Position: Q3 2026 in Review

Cherry Tree Wealth Management held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q3 2026 at 624 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Cherry Tree Wealth Management first reported a position in QHY in Q2 2023 and has held it in 14 quarters since. The position peaked at $29K in Q3 2025. 14 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

Cherry Tree Wealth Management held 624 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $27.6K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q3 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #338 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $29K in Q3 2025.
14 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.