DWM
SFHY

Darwin Wealth Management’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Darwin Wealth Management’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-81
Closed -$3K – 863
2020
Q1 		$3K Buy
+81
New +$3.94K ﹤0.01% 679

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HF
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VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
FTUS
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Osaic Holdings
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Darwin Wealth Management's SFHY Position: Q2 2020 in Review

Darwin Wealth Management sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 81 shares — an estimated $3K sold.

Darwin Wealth Management first reported a position in SFHY in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

  • Darwin Wealth Management reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 81 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $3K.
  • Darwin Wealth Management first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $3K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.