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

IFP 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 Q3	$9.46K	Buy	214 +1	+0.5%	+$46	﹤0.01%	3432
2026 Q2	$9.8K	Hold	213	–	–	﹤0.01%	3408
2026 Q1	$9.7K	Sell	213 -100	-32%	-$4.63K	﹤0.01%	3160
2025 Q4	$14.5K	Buy	313 +66	+27%	+$3.07K	﹤0.01%	2880
2025 Q3	$11.5K	Sell	247 -57	-19%	-$2.64K	﹤0.01%	2836
2025 Q2	$14K	Sell	304 -69	-18%	-$3.12K	﹤0.01%	2735
2025 Q1	$16.8K	Sell	373 -67	-15%	-$3.05K	﹤0.01%	2363
2024 Q4	$19.8K	Sell	440 -99	-18%	-$4.53K	﹤0.01%	2252
2024 Q3	$24.9K	Sell	539 -3,203	-86%	-$146K	﹤0.01%	2062
2024 Q2	$167K	Buy	3,742 +18	+0.5%	+$805	0.01%	1127
2024 Q1	$169K	Buy	3,724 +66	+2%	+$2.98K	0.01%	1080
2023 Q4	$166K	Sell	3,658 -879	-19%	-$38.4K	0.01%	1033
2023 Q3	$196K	Buy	4,537 +68	+2%	+$3K	0.01%	975
2023 Q2	$197K	Sell	4,469 -4,071	-48%	-$179K	0.01%	1033
2023 Q1	$420K	Sell	8,540 -11,596	-58%	-$517K	0.02%	654
2022 Q4	$989K	Sell	20,136 -8,523	-30%	-$377K	0.03%	625
2022 Q3	$1.41M	Buy	28,659 +2,699	+10%	+$122K	0.04%	519
2022 Q2	$1.27M	Hold	25,960	–	–	0.04%	500
2022 Q1	$1.27M	Buy	25,960 +11,661	+82%	+$586K	0.04%	500
2021 Q4	$750K	Buy	14,299 +734	+5%	+$38.4K	0.01%	469
2021 Q3	$713K	Buy	13,565 +2,663	+24%	+$141K	0.01%	487
2021 Q2	$576K	Buy	10,902 +1,114	+11%	+$58.4K	0.01%	505
2021 Q1	$511K	Buy	9,788 +125	+1%	+$6.52K	0.01%	508
2020 Q4	$507K	Buy	9,663 +569	+6%	+$29.2K	0.02%	502
2020 Q3	$455K	Buy	9,094 +158	+2%	+$7.96K	0.03%	454
2020 Q2	$431K	Buy	8,936 +199	+2%	+$9.5K	0.03%	443
2020 Q1	$383K	Buy	8,737 +369	+4%	+$18.4K	0.04%	407
2019 Q4	$435K	Buy	8,368 +331	+4%	+$17.1K	0.03%	456
2019 Q3	$410K	Buy	+8,037	New	+$413K	0.03%	539

Other funds holding QHY

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Barnes Wealth Management Group Bakersfield, California $223M AUM 13.46% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IFP Advisors's QHY Position: Q3 2026 in Review

IFP Advisors increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 0.47% in Q3 2026, buying an estimated $46 and bringing the position to 214 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

IFP Advisors first reported a position in QHY in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.41M in Q3 2022. 61 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

IFP Advisors held 214 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $9.46K as of Q3 2026.
IFP Advisors bought 1 WisdomTree U.S. High Yield Corporate Bond Fund share in Q3 2026, an estimated $46.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3432 holding.
IFP Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2019 and has held it in 29 quarters since.
IFP Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.41M in Q3 2022.
61 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.