GRP
QHY

Global Retirement Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Global Retirement Partners’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
Q4 		$929 Hold
20
– – ﹤0.01% 3900
2025
Q3 		$931 Hold
20
– – ﹤0.01% 3536
2025
Q2 		$922 Buy
+20
New +$903 ﹤0.01% 3463
2024
Q4 		$903 Hold
20
– – ﹤0.01% 3298
2024
Q3 		$924 Hold
20
– – ﹤0.01% 3161
2024
Q2 		$892 Sell
20
-5
-20% -$224 ﹤0.01% 3198
2024
Q1 		$1.13K Buy
25
+2
+9% +$90 ﹤0.01% 2942
2023
Q4 		$1.04K Buy
+23
New +$1.01K ﹤0.01% 2886

Other funds holding QHY

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Cetera Investment Advisers
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LPL Financial
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GFG
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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
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return