FWM
QHY

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

FLP Wealth 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
2025
Q1 		– Sell
-315
Closed -$14.2K – 475
2024
Q4 		$14.2K Buy
+315
New +$14.4K 0.04% 203

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
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FLP Wealth Management's QHY Position: Q1 2025 in Review

FLP Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2025, closing a stake of 315 shares — an estimated $14.2K sold.

FLP Wealth Management first reported a position in QHY in Q4 2024 and held it in 1 quarter. The position peaked at $14.2K in Q4 2024. 67 funds tracked by Wall St. Rank hold QHY as of Q1 2025.

  • FLP Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 315 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2025, an estimated $14.2K.
  • FLP Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $14.2K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.