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

KLR Investment 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
2024 Q1	$879K	Sell	19,724 -3,293	-14%	-$149K	0.64%	36
2023 Q4	$1.05M	Sell	23,017 -241	-1%	-$10.5K	0.76%	28
2023 Q3	$1.04M	Sell	23,258 -760	-3%	-$33.5K	0.95%	24
2023 Q2	$1.06M	Buy	24,018 +167	+0.7%	+$7.36K	0.87%	24
2023 Q1	$1.07M	Buy	23,851 +2,107	+10%	+$94K	0.94%	24
2022 Q4	$955K	Buy	+21,744	New	+$962K	0.79%	25

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

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

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

IWP

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

CWM

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

KLR Investment Advisors's QHY Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 14% in Q1 2024, selling an estimated $149K and leaving 19,724 shares worth $879K. The position accounts for 0.64% of the portfolio, ranked #36.

KLR Investment Advisors first reported a position in QHY in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2023. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

KLR Investment Advisors held 19,724 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $879K as of Q1 2024.
KLR Investment Advisors sold 3,293 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $149K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.64% of KLR Investment Advisors's portfolio in Q1 2024, its #36 holding.
KLR Investment Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.07M in Q1 2023.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.