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GFG
QHY
Goldstone Financial Group’s
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
Stock Holding History
Goldstone Financial Group’s Portfolio
QHY Stock Details
QHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.73M
Sell
59,939
-27,673
-32%
-$1.28M
0.3%
63
2025
Q4
$4.07M
Sell
87,612
-3,509
-4%
-$163K
0.45%
50
2025
Q3
$4.24M
Buy
91,121
+3,878
+4%
+$180K
0.5%
48
2025
Q2
$4.04M
Buy
87,243
+1,070
+1%
+$48.3K
0.53%
46
2025
Q1
$3.89M
Buy
86,173
+1,006
+1%
+$45.8K
0.59%
40
2024
Q4
$3.84M
Buy
85,167
+19,311
+29%
+$883K
0.6%
41
2024
Q3
$3.04M
Buy
65,856
+12,643
+24%
+$577K
0.53%
43
2024
Q2
$2.37M
Buy
53,213
+11,442
+27%
+$512K
0.48%
47
2024
Q1
$1.89M
Buy
41,771
+8,584
+26%
+$388K
0.43%
45
2023
Q4
$1.51M
Buy
33,187
+8,836
+36%
+$386K
0.39%
49
2023
Q3
$1.05M
Buy
24,351
+6,054
+33%
+$267K
0.31%
62
2023
Q2
$808K
Buy
18,297
+3,676
+25%
+$162K
0.24%
77
2023
Q1
$654K
Buy
+14,621
New
+$652K
0.22%
76
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19.66%
1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
WIM
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$1.79B AUM
17.59%
1-Year Est. Return
Cetera Investment Advisers
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$94B AUM
20.14%
1-Year Est. Return
AFTS
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$206M AUM
14.5%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
PAG
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Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
AI
Atria Investments
Charlotte, North Carolina
$8.94B AUM
20.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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