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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
31,710
-4,360
-12% -$200K 1.29% 21
2025
Q1
$1.63M Buy
36,070
+4,026
+13% +$182K 1.65% 18
2024
Q4
$1.45M Buy
+32,044
New +$1.45M 1.54% 21