CTWM
QHY

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

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WIM
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Cetera Investment Advisers
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AFTS
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
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