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

LPL Financial’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
2021 Q3	–	Sell	-29,003	Closed	-$1.45M	–	4478
2021 Q2	$1.45M	Buy	29,003 +12,136	+72%	+$604K	﹤0.01%	2246
2021 Q1	$836K	Buy	16,867 +10,280	+156%	+$508K	﹤0.01%	2555
2020 Q4	$325K	Sell	6,587 -2,109	-24%	-$102K	﹤0.01%	3137
2020 Q3	$417K	Buy	8,696 +223	+3%	+$10.7K	﹤0.01%	2627
2020 Q2	$397K	Buy	8,473 +2,283	+37%	+$105K	﹤0.01%	2608
2020 Q1	$272K	Sell	6,190 -65,697	-91%	-$3.2M	﹤0.01%	2573
2019 Q4	$3.64M	Buy	71,887 +924	+1%	+$46.4K	0.01%	996
2019 Q3	$3.56M	Buy	70,963 +848	+1%	+$42.7K	0.01%	944
2019 Q2	$3.55M	Buy	70,115 +7,722	+12%	+$390K	0.01%	936
2019 Q1	$3.14M	Buy	+62,393	New	+$3.11M	0.01%	950

Other funds holding SFHY

MGIA

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

GWM

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

LPL Financial's SFHY Position: Q3 2021 in Review

LPL Financial sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q3 2021, closing a stake of 29,003 shares — an estimated $1.45M sold.

LPL Financial first reported a position in SFHY in Q1 2019 and held it in 10 quarters. The position peaked at $3.64M in Q4 2019. 2 funds tracked by Wall St. Rank hold SFHY as of Q3 2021.

LPL Financial reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q3 2021 after selling out during the quarter.
LPL Financial sold 29,003 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q3 2021, an estimated $1.45M.
LPL Financial first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2019 and held it in 10 quarters.
LPL Financial's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $3.64M in Q4 2019.
2 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.