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

Envestnet Asset 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
2021 Q1	–	Sell	-4,227	Closed	-$208K	–	3606
2020 Q4	$208K	Sell	4,227 -629	-13%	-$30.5K	﹤0.01%	3121
2020 Q3	$233K	Sell	4,856 -939	-16%	-$45.1K	﹤0.01%	2841
2020 Q2	$272K	Sell	5,795 -144	-2%	-$6.59K	﹤0.01%	2730
2020 Q1	$261K	Sell	5,939 -1,948	-25%	-$94.9K	﹤0.01%	2617
2019 Q4	$399K	Sell	7,887 -793	-9%	-$39.8K	﹤0.01%	2608
2019 Q3	$435K	Sell	8,680 -535	-6%	-$26.9K	﹤0.01%	2454
2019 Q2	$466K	Sell	9,215 -4,244	-32%	-$214K	﹤0.01%	2436
2019 Q1	$678K	Sell	13,459 -315	-2%	-$15.7K	﹤0.01%	2150
2018 Q4	$665K	Buy	13,774 +503	+4%	+$24.9K	﹤0.01%	1974
2018 Q3	$672K	Buy	+13,271	New	+$666K	﹤0.01%	854

Other funds holding SFHY

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's SFHY Position: Q1 2021 in Review

Envestnet Asset Management sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q1 2021, closing a stake of 4,227 shares — an estimated $208K sold.

Envestnet Asset Management first reported a position in SFHY in Q3 2018 and held it in 10 quarters. The position peaked at $678K in Q1 2019. 12 funds tracked by Wall St. Rank hold SFHY as of Q1 2021.

Envestnet Asset Management reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
Envestnet Asset Management sold 4,227 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q1 2021, an estimated $208K.
Envestnet Asset Management first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q3 2018 and held it in 10 quarters.
Envestnet Asset Management's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $678K in Q1 2019.
12 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.