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

McNaughton 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	-5,184	Closed	-$224K	–	54
2023 Q3	$224K	Sell	5,184 -29,492	-85%	-$1.3M	0.15%	51
2023 Q2	$1.53M	Sell	34,676 -23,453	-40%	-$1.03M	0.98%	24
2023 Q1	$2.6M	Buy	58,129 +4,793	+9%	+$214K	1.73%	19
2022 Q4	$2.34M	Buy	53,336 +6,137	+13%	+$271K	1.6%	20
2022 Q3	$2.01M	Buy	47,199 +25,757	+120%	+$1.17M	1.48%	22
2022 Q2	$943K	Buy	+21,442	New	+$1,000K	0.67%	31

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 $279M AUM 21.02% 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

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

McNaughton Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2023, closing a stake of 5,184 shares — an estimated $224K sold.

McNaughton Wealth Management first reported a position in QHY in Q2 2022 and held it in 6 quarters. The position peaked at $2.6M in Q1 2023. 59 funds tracked by Wall St. Rank hold QHY as of Q4 2023.

McNaughton Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
McNaughton Wealth Management sold 5,184 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2023, an estimated $224K.
McNaughton Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2022 and held it in 6 quarters.
McNaughton Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $2.6M in Q1 2023.
59 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2023.

Based on McNaughton Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.