IFP Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
304
-69
| -18% | -$3.19K | ﹤0.01% | 2735 |
|
|
2025
Q1 | $16.8K | Sell |
373
-67
| -15% | -$3.02K | ﹤0.01% | 2363 |
|
|
2024
Q4 | $19.8K | Sell |
440
-99
| -18% | -$4.47K | ﹤0.01% | 2252 |
|
|
2024
Q3 | $24.9K | Sell |
539
-3,203
| -86% | -$148K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $167K | Buy |
3,742
+18
| +0.5% | +$803 | 0.01% | 1127 |
|
|
2024
Q1 | $169K | Buy |
3,724
+66
| +2% | +$2.99K | 0.01% | 1080 |
|
|
2023
Q4 | $166K | Sell |
3,658
-879
| -19% | -$39.9K | 0.01% | 1033 |
|
|
2023
Q3 | $196K | Buy |
4,537
+68
| +2% | +$2.94K | 0.01% | 975 |
|
|
2023
Q2 | $197K | Sell |
4,469
-4,071
| -48% | -$180K | 0.01% | 1033 |
|
|
2023
Q1 | $420K | Sell |
8,540
-11,596
| -58% | -$570K | 0.02% | 654 |
|
|
2022
Q4 | $989K | Sell |
20,136
-8,523
| -30% | -$419K | 0.03% | 625 |
|
|
2022
Q3 | $1.41M | Buy |
28,659
+2,699
| +10% | +$132K | 0.04% | 519 |
|
|
2022
Q2 | $1.27M | Hold |
25,960
| – | – | 0.04% | 500 |
|
|
2022
Q1 | $1.27M | Buy |
25,960
+11,661
| +82% | +$571K | 0.04% | 500 |
|
|
2021
Q4 | $750K | Buy |
14,299
+734
| +5% | +$38.5K | 0.01% | 464 |
|
|
2021
Q3 | $713K | Buy |
13,565
+2,663
| +24% | +$140K | 0.01% | 470 |
|
|
2021
Q2 | $576K | Buy |
10,902
+1,114
| +11% | +$58.9K | 0.01% | 505 |
|
|
2021
Q1 | $511K | Buy |
9,788
+125
| +1% | +$6.53K | 0.01% | 508 |
|
|
2020
Q4 | $507K | Buy |
9,663
+569
| +6% | +$29.9K | 0.02% | 502 |
|
|
2020
Q3 | $455K | Buy |
9,094
+158
| +2% | +$7.91K | 0.03% | 454 |
|
|
2020
Q2 | $431K | Buy |
8,936
+199
| +2% | +$9.6K | 0.03% | 443 |
|
|
2020
Q1 | $383K | Buy |
8,737
+369
| +4% | +$16.2K | 0.04% | 406 |
|
|
2019
Q4 | $435K | Buy |
8,368
+331
| +4% | +$17.2K | 0.03% | 456 |
|
|
2019
Q3 | $410K | Buy |
+8,037
| New | +$410K | 0.03% | 539 |
|