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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cherry Tree Wealth Management's QHY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q1 2026 at 624 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #319.

Cherry Tree Wealth Management first reported a position in QHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $29K in Q3 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Cherry Tree Wealth Management held 624 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $28.4K as of Q1 2026.
Cherry Tree Wealth Management left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q1 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #319 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 12 quarters since.
Cherry Tree Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $29K in Q3 2025.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.