First Heartland Consultants’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

First Heartland Consultants’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
2021 Q4	–	Sell	-50,807	Closed	-$2.67M	–	421
2021 Q3	$2.67M	Buy	50,807 +1,656	+3%	+$87.5K	0.41%	64
2021 Q2	$2.59M	Sell	49,151 -4,296	-8%	-$225K	0.39%	69
2021 Q1	$2.78M	Buy	53,447 +17,165	+47%	+$896K	0.44%	58
2020 Q4	$1.91M	Sell	36,282 -4,015	-10%	-$206K	0.32%	70
2020 Q3	$2.02M	Sell	40,297 -14,156	-26%	-$713K	0.38%	63
2020 Q2	$2.65M	Buy	+54,453	New	+$2.6M	0.52%	48

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

First Heartland Consultants's QHY Position: Q4 2021 in Review

First Heartland Consultants sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2021, closing a stake of 50,807 shares — an estimated $2.67M sold.

First Heartland Consultants first reported a position in QHY in Q2 2020 and held it in 6 quarters. The position peaked at $2.78M in Q1 2021. 45 funds tracked by Wall St. Rank hold QHY as of Q4 2021.

First Heartland Consultants reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 50,807 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2021, an estimated $2.67M.
First Heartland Consultants first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and held it in 6 quarters.
First Heartland Consultants's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $2.78M in Q1 2021.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.