CWM
QHY
Collaborative Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
64,069
-4,464
| -7% | -$206K | 1.29% | 19 |
|
|
2025
Q1 | $3.09M | Sell |
68,533
-3,638
| -5% | -$164K | 1.45% | 18 |
|
|
2024
Q4 | $3.26M | Sell |
72,171
-5,304
| -7% | -$239K | 1.48% | 18 |
|
|
2024
Q3 | $3.58M | Sell |
77,475
-4,845
| -6% | -$224K | 1.62% | 16 |
|
|
2024
Q2 | $3.67M | Sell |
82,320
-38,647
| -32% | -$1.72M | 1.79% | 16 |
|
|
2024
Q1 | $5.48M | Sell |
120,967
-4,529
| -4% | -$205K | 2.75% | 9 |
|
|
2023
Q4 | $5.7M | Sell |
125,496
-4,650
| -4% | -$211K | 3.09% | 6 |
|
|
2023
Q3 | $5.62M | Sell |
130,146
-5,635
| -4% | -$243K | 3.35% | 5 |
|
|
2023
Q2 | $5.99M | Buy |
135,781
+5,120
| +4% | +$226K | 3.57% | 2 |
|
|
2023
Q1 | $5.85M | Buy |
130,661
+38,170
| +41% | +$1.71M | 3.68% | 1 |
|
|
2022
Q4 | $4.06M | Buy |
92,491
+2,803
| +3% | +$123K | 2.67% | 1 |
|
|
2022
Q3 | $3.83M | Buy |
89,688
+4,745
| +6% | +$202K | 2.71% | 2 |
|
|
2022
Q2 | $3.74M | Buy |
+84,943
| New | +$3.74M | 2.45% | 4 |
|
|
2021
Q4 | $4.06M | Buy |
+77,278
| New | +$4.06M | 2.22% | 5 |
|
|
2021
Q1 | $3.92M | Buy |
+79,499
| New | +$3.92M | 2.26% | 4 |
|