Gradient Investments’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-218	Closed	-$9.72K	–	1348
2024 Q2	$9.72K	Buy	+218	New	+$9.75K	﹤0.01%	742
2021 Q2	–	Sell	-62	Closed	-$3K	–	1277
2021 Q1	$3K	Buy	+62	New	+$3.24K	﹤0.01%	980

Other funds holding QHY

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Gradient Investments's QHY Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2024, closing a stake of 218 shares — an estimated $9.72K sold.

Gradient Investments first reported a position in QHY in Q1 2021 and held it in 2 quarters. The position peaked at $9.72K in Q2 2024. 55 funds tracked by Wall St. Rank hold QHY as of Q3 2024.

Gradient Investments reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 218 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2024, an estimated $9.72K.
Gradient Investments first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 2 quarters.
Gradient Investments's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $9.72K in Q2 2024.
55 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.