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	Sell	109 -109	-50%	-$4.88K	﹤0.01%	606
2024 Q1	$9.89K	Sell	218 -1,962	-90%	-$88.6K	﹤0.01%	724
2023 Q4	$1.47M	Buy	2,180 +109	+5%	+$4.77K	0.02%	288
2023 Q3	$1.46M	Buy	2,071 +1,962	+1,800%	+$86.5K	0.02%	268
2023 Q2	$5	Buy	+109	New	+$4.81K	﹤0.01%	1585

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

IWP

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

LWL

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

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

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

AFTS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

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

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

Financial Gravity Asset Management reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 50% in Q2 2024, selling an estimated $4.88K and leaving 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 Q2 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q4 2023. 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 sold 109 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2024, an estimated $4.88K.
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 Q2 2023 and has held it in 5 quarters since.
Financial Gravity Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.47M in Q4 2023.
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.