KMG Fiduciary Partners’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-6,340
Closed -$307K 263
2026
Q1
$307K Buy
+6,340
New +$311K 0.02% 229

Other funds holding UNIY

KMG Fiduciary Partners's UNIY Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) in Q2 2026, closing a stake of 6,340 shares — an estimated $307K sold.

KMG Fiduciary Partners first reported a position in UNIY in Q1 2026 and held it in 1 quarter. The position peaked at $307K in Q1 2026. 1 fund tracked by Wall St. Rank holds UNIY as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree Voya Yield Enhanced USD Universal Bond Fund position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 6,340 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q2 2026, an estimated $307K.
  • KMG Fiduciary Partners first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q1 2026 and held it in 1 quarter.
  • KMG Fiduciary Partners's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $307K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.