Financial Gravity Asset Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Financial Gravity Asset Management’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 Q2	$4.86K	Hold	109	–	–	﹤0.01%	606
2024 Q1	$4.95K	Hold	109	–	–	﹤0.01%	573
2023 Q4	$4.95K	Buy	+109	New	+$4.77K	﹤0.01%	593

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 $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

LWL

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Financial Gravity Asset Management's QHY Position: Q2 2024 in Review

Financial Gravity Asset Management held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q2 2024 at 109 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Financial Gravity Asset Management first reported a position in QHY in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.95K in Q1 2024. 52 funds tracked by Wall St. Rank hold QHY as of Q2 2024.

Financial Gravity Asset Management held 109 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $4.86K as of Q2 2024.
Financial Gravity Asset Management left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q2 2024.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #606 holding.
Financial Gravity Asset Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2023 and has held it in 3 quarters since.
Financial Gravity Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4.95K in Q1 2024.
52 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.