Claro Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Claro Advisors’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 Q2	–	Sell	-7,372	Closed	-$334K	–	460
2024 Q1	$334K	Buy	7,372 +164	+2%	+$7.4K	0.06%	299
2023 Q4	$327K	Sell	7,208 -46	-0.6%	-$2.01K	0.07%	274
2023 Q3	$313K	Sell	7,254 -135	-2%	-$5.95K	0.08%	269
2023 Q2	$326K	Buy	7,389 +807	+12%	+$35.6K	0.08%	252
2023 Q1	$294K	Buy	+6,582	New	+$294K	0.09%	254

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

LWL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CWM

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

Claro Advisors's QHY Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2024, closing a stake of 7,372 shares — an estimated $334K sold.

Claro Advisors first reported a position in QHY in Q1 2023 and held it in 5 quarters. The position peaked at $334K in Q1 2024. 52 funds tracked by Wall St. Rank hold QHY as of Q2 2024.

Claro Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 7,372 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2024, an estimated $334K.
Claro Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and held it in 5 quarters.
Claro Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $334K in Q1 2024.
52 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.