Leo Wealth LLC’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $330K | Buy |
+7,163
| New | +$330K | 0.03% | 296 |
|
2025
Q1 | – | Sell |
-169,179
| Closed | -$7.63M | – | 377 |
|
2024
Q4 | $7.63M | Buy |
169,179
+5,606
| +3% | +$253K | 0.68% | 27 |
|
2024
Q3 | $7.56M | Buy |
163,573
+7,815
| +5% | +$361K | 0.69% | 27 |
|
2024
Q2 | $6.94M | Buy |
155,758
+4,464
| +3% | +$199K | 0.71% | 27 |
|
2024
Q1 | $6.84M | Buy |
151,294
+9,798
| +7% | +$443K | 0.7% | 29 |
|
2023
Q4 | $6.41M | Buy |
+141,496
| New | +$6.41M | 0.66% | 29 |
|