LifePlan Financial Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

LifePlan Financial Group’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
2020 Q3	$83K	Hold	1,652	–	–	0.04%	205
2020 Q2	$80K	Hold	1,652	–	–	0.04%	199
2020 Q1	$74K	Hold	1,652	–	–	0.04%	194
2019 Q4	$86K	Hold	1,652	–	–	0.04%	200
2019 Q3	$85K	Sell	1,652 -276	-14%	-$14.2K	0.04%	197
2019 Q2	$99K	Sell	1,928 -2,008	-51%	-$102K	0.05%	181
2019 Q1	$200K	Hold	3,936	–	–	0.11%	127
2018 Q4	$187K	Hold	3,936	–	–	0.12%	124
2018 Q3	$199K	Hold	3,936	–	–	0.11%	124
2018 Q2	$193K	Buy	3,936 +515	+15%	+$25.4K	0.11%	121
2018 Q1	$169K	Buy	+3,421	New	+$171K	0.1%	124

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's QHY Position: Q3 2020 in Review

LifePlan Financial Group held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q3 2020 at 1,652 shares worth $83K. The position accounts for 0.04% of the portfolio, ranked #205.

LifePlan Financial Group first reported a position in QHY in Q1 2018 and has held it in 11 quarters since. The position peaked at $200K in Q1 2019. 26 funds tracked by Wall St. Rank hold QHY as of Q3 2020.

LifePlan Financial Group held 1,652 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $83K as of Q3 2020.
LifePlan Financial Group left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q3 2020.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #205 holding.
LifePlan Financial Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $200K in Q1 2019.
26 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.