Defined Financial Planning’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Defined Financial Planning’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
2025 Q3	$1.64M	Buy	35,259 +3,549	+11%	+$164K	1.36%	20
2025 Q2	$1.46M	Sell	31,710 -4,360	-12%	-$197K	1.29%	21
2025 Q1	$1.63M	Buy	36,070 +4,026	+13%	+$183K	1.65%	18
2024 Q4	$1.45M	Buy	+32,044	New	+$1.47M	1.54%	21

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

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Defined Financial Planning's QHY Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 11% in Q3 2025, buying an estimated $164K and bringing the position to 35,259 shares worth $1.64M. The position accounts for 1.36% of the portfolio, ranked #20.

Defined Financial Planning first reported a position in QHY in Q4 2024 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold QHY as of Q3 2025.

Defined Financial Planning held 35,259 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.64M as of Q3 2025.
Defined Financial Planning bought 3,549 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2025, an estimated $164K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 1.36% of Defined Financial Planning's portfolio in Q3 2025, its #20 holding.
Defined Financial Planning first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2024 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.