JD Financial Services’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

JD Financial Services’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
2021 Q4	$6.21M	Buy	118,420 +3,771	+3%	+$197K	5.12%	9
2021 Q3	$6.03M	Buy	114,649 +5,935	+5%	+$313K	5.51%	9
2021 Q2	$5.74M	Buy	108,714 +78,107	+255%	+$4.09M	5.32%	9
2021 Q1	$1.59M	Buy	+30,607	New	+$1.6M	2.02%	13

Other funds holding QHY

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

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

CWM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

JD Financial Services's QHY Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 3.3% in Q4 2021, buying an estimated $197K and bringing the position to 118,420 shares worth $6.21M. The position accounts for 5.12% of the portfolio, ranked #9.

JD Financial Services first reported a position in QHY in Q1 2021 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold QHY as of Q4 2021.

JD Financial Services held 118,420 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $6.21M as of Q4 2021.
JD Financial Services bought 3,771 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2021, an estimated $197K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 5.12% of JD Financial Services's portfolio in Q4 2021, its #9 holding.
JD Financial Services first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.