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

Maripau Wealth Management’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
2023 Q4	–	Sell	-5,061	Closed	-$219K	–	121
2023 Q3	$219K	Sell	5,061 -240	-5%	-$10.6K	0.2%	88
2023 Q2	$234K	Sell	5,301 -426	-7%	-$18.8K	0.21%	84
2023 Q1	$256K	Sell	5,727 -163	-3%	-$7.27K	0.27%	65
2022 Q4	$268K	Sell	5,890 -23	-0.4%	-$1.02K	0.28%	62
2022 Q3	$261K	Sell	5,913 -854	-13%	-$38.7K	0.28%	65
2022 Q2	$317K	Sell	6,767 -264	-4%	-$12.3K	0.34%	57
2022 Q1	$335K	Buy	7,031 +872	+14%	+$43.8K	0.3%	61
2021 Q4	$308K	Buy	+6,159	New	+$322K	0.29%	68

Other funds holding QHY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

CWM

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Maripau Wealth Management's QHY Position: Q4 2023 in Review

Maripau Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2023, closing a stake of 5,061 shares — an estimated $219K sold.

Maripau Wealth Management first reported a position in QHY in Q4 2021 and held it in 8 quarters. The position peaked at $335K in Q1 2022. 59 funds tracked by Wall St. Rank hold QHY as of Q4 2023.

Maripau Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
Maripau Wealth Management sold 5,061 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2023, an estimated $219K.
Maripau Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and held it in 8 quarters.
Maripau Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $335K in Q1 2022.
59 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2023.

Based on Maripau Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.