FFA
QHY

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

Frazier Financial 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 		$69.8K Hold
1,533
– – 0.04% 151
2025
Q4 		$71.2K Hold
1,533
– – 0.04% 135
2025
Q3 		$71.4K Buy
1,533
+1,218
+387% +$56.4K 0.04% 129
2025
Q2 		$14.5K Hold
315
– – 0.01% 302
2025
Q1 		$14.2K Buy
315
+10
+3% +$455 0.01% 287
2024
Q4 		$13.8K Hold
305
– – 0.01% 290
2024
Q3 		$14.1K Hold
305
– – 0.01% 307
2024
Q2 		$13.6K Hold
305
– – 0.01% 368
2024
Q1 		$13.8K Hold
305
– – 0.01% 337
2023
Q4 		$13.9K Buy
+305
New +$13.3K 0.01% 290

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