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

LifePlan Financial Group’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$23K	Hold	477	–	–	0.01%	327
2020 Q2	$22K	Hold	477	–	–	0.01%	328
2020 Q1	$21K	Hold	477	–	–	0.01%	308
2019 Q4	$24K	Hold	477	–	–	0.01%	329
2019 Q3	$24K	Hold	477	–	–	0.01%	330
2019 Q2	$24K	Hold	477	–	–	0.01%	325
2019 Q1	$24K	Hold	477	–	–	0.01%	331
2018 Q4	$23K	Buy	+477	New	+$23.6K	0.01%	317

Other funds holding SFHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

LifePlan Financial Group held its WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) position steady in Q3 2020 at 477 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #327.

LifePlan Financial Group first reported a position in SFHY in Q4 2018 and has held it in 8 quarters since. The position peaked at $24K in Q4 2019. 12 funds tracked by Wall St. Rank hold SFHY as of Q3 2020.

LifePlan Financial Group held 477 shares of WisdomTree U.S. Short Term High Yield Corporate Bond Fund worth $23K as of Q3 2020.
LifePlan Financial Group left its WisdomTree U.S. Short Term High Yield Corporate Bond Fund share count unchanged in Q3 2020.
WisdomTree U.S. Short Term High Yield Corporate Bond Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #327 holding.
LifePlan Financial Group first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $24K in Q4 2019.
12 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2020.

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