Lloyd Advisory Services’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-243	Closed	-$12K	–	587
2022 Q1	$12K	Hold	243	–	–	0.01%	388
2021 Q4	$13K	Hold	243	–	–	0.01%	317
2021 Q3	$13K	Buy	243 +2	+0.8%	+$106	0.01%	286
2021 Q2	$13K	Hold	241	–	–	0.01%	262
2021 Q1	$13K	Sell	241 -774	-76%	-$40.4K	0.01%	231
2020 Q4	$53K	Buy	1,015 +143	+16%	+$7.34K	0.03%	116
2020 Q3	$44K	Buy	872 +250	+40%	+$12.6K	0.03%	106
2020 Q2	$30K	Buy	622 +45	+8%	+$2.15K	0.02%	144
2020 Q1	$26K	Buy	577 +188	+48%	+$9.37K	0.02%	135
2019 Q4	$20K	Buy	+389	New	+$20.1K	0.02%	188

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PWS

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Lloyd Advisory Services's QHY Position: Q2 2022 in Review

Lloyd Advisory Services sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2022, closing a stake of 243 shares — an estimated $12K sold.

Lloyd Advisory Services first reported a position in QHY in Q4 2019 and held it in 10 quarters. The position peaked at $53K in Q4 2020. 45 funds tracked by Wall St. Rank hold QHY as of Q2 2022.

Lloyd Advisory Services reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 243 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2022, an estimated $12K.
Lloyd Advisory Services first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $53K in Q4 2020.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.