LWL
QHY

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

Leo Wealth LLC’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
2026
Q1 		– Sell
-5,577
Closed -$259K – 481
2025
Q4 		$259K Buy
+5,577
New +$259K 0.02% 372
2025
Q3 		– Sell
-7,163
Closed -$330K – 403
2025
Q2 		$330K Buy
+7,163
New +$324K 0.03% 296
2025
Q1 		– Sell
-169,179
Closed -$7.63M – 377
2024
Q4 		$7.63M Buy
169,179
+5,606
+3% +$256K 0.68% 27
2024
Q3 		$7.56M Buy
163,573
+7,815
+5% +$356K 0.69% 27
2024
Q2 		$6.94M Buy
155,758
+4,464
+3% +$200K 0.71% 27
2024
Q1 		$6.84M Buy
151,294
+9,798
+7% +$442K 0.7% 29
2023
Q4 		$6.41M Buy
+141,496
New +$6.19M 0.66% 29

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return