Destiny Wealth Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-4,513	Closed	-$203K	–	170
2023 Q4	$203K	Buy	+4,513	New	+$197K	0.04%	156
2023 Q1	–	Sell	-3,651	Closed	-$160K	–	670
2022 Q4	$160K	Buy	3,651 +344	+10%	+$15.2K	0.03%	192
2022 Q3	$141K	Hold	3,307	–	–	0.03%	203
2022 Q2	$146K	Hold	3,307	–	–	0.03%	209
2022 Q1	$163K	Hold	3,307	–	–	0.03%	178
2021 Q4	$174K	Hold	3,307	–	–	0.03%	189
2021 Q3	$174K	Sell	3,307 -1,550	-32%	-$81.9K	0.03%	176
2021 Q2	$256K	Hold	4,857	–	–	0.05%	169
2021 Q1	$253K	Hold	4,857	–	–	0.05%	147
2020 Q4	$255K	Buy	+4,857	New	+$249K	0.05%	185

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

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

IWP

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LWL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Destiny Wealth Partners's QHY Position: Q1 2024 in Review

Destiny Wealth Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2024, closing a stake of 4,513 shares — an estimated $203K sold.

Destiny Wealth Partners first reported a position in QHY in Q4 2020 and held it in 10 quarters. The position peaked at $256K in Q2 2021. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

Destiny Wealth Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
Destiny Wealth Partners sold 4,513 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $203K.
Destiny Wealth Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $256K in Q2 2021.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on Destiny Wealth Partners's 13F filing for Q1 2024, filed 9 Apr 2024.