LB
QHY

Leo Brokerage’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Leo Brokerage’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
2023
Q2 		$5.41M Buy
122,960
+15,815
+15% +$697K 0.62% 27
2023
Q1 		$4.79M Buy
+107,145
New +$4.78M 0.72% 28

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Leo Brokerage's QHY Position: Q2 2023 in Review

Leo Brokerage increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 15% in Q2 2023, buying an estimated $697K and bringing the position to 122,960 shares worth $5.41M. The position accounts for 0.62% of the portfolio, ranked #27.

Leo Brokerage first reported a position in QHY in Q1 2023 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

  • Leo Brokerage held 122,960 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $5.41M as of Q2 2023.
  • Leo Brokerage bought 15,815 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $697K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.62% of Leo Brokerage's portfolio in Q2 2023, its #27 holding.
  • Leo Brokerage first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.