EWA
QHY

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

EverSource Wealth Advisors’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
2026
Q1 		$137 Hold
3
– – ﹤0.01% 4237
2025
Q4 		$139 Hold
3
– – ﹤0.01% 4069
2025
Q3 		$140 Sell
3
-175
-98% -$8.1K ﹤0.01% 4151
2025
Q2 		$8.21K Hold
178
– – ﹤0.01% 2941
2025
Q1 		$8.03K Buy
+178
New +$8.1K ﹤0.01% 2237

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return