MPW
QHY

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

Melone Private Wealth’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
2026
Q2 		– Sell
-16,105
Closed -$733K – 61
2026
Q1 		$733K Sell
16,105
-482
-3% -$22.3K 0.3% 41
2025
Q4 		$770K Buy
16,587
+179
+1% +$8.32K 0.33% 41
2025
Q3 		$764K Buy
16,408
+170
+1% +$7.87K 0.35% 36
2025
Q2 		$747K Buy
16,238
+1,162
+8% +$52.5K 0.38% 34
2025
Q1 		$680K Buy
15,076
+126
+0.8% +$5.73K 0.36% 35
2024
Q4 		$675K Sell
14,950
-340
-2% -$15.6K 0.35% 34
2024
Q3 		$706K Buy
15,290
+38
+0.2% +$1.73K 0.38% 33
2024
Q2 		$680K Buy
15,252
+147
+1% +$6.58K 0.4% 32
2024
Q1 		$684K Buy
15,105
+277
+2% +$12.5K 0.41% 33
2023
Q4 		$674K Buy
14,828
+1,705
+13% +$74.5K 0.43% 33
2023
Q3 		$567K Buy
13,123
+114
+0.9% +$5.02K 0.41% 35
2023
Q2 		$574K Buy
13,009
+108
+0.8% +$4.76K 0.41% 36
2023
Q1 		$571K Sell
12,901
-3,397
-21% -$152K 0.44% 34
2022
Q4 		$716K Sell
16,298
-552
-3% -$24.4K 0.61% 31
2022
Q3 		$739K Buy
16,850
+140
+0.8% +$6.35K 0.65% 35
2022
Q2 		$750K Sell
16,710
-18
-0.1% -$839 0.64% 35
2022
Q1 		$795K Sell
16,728
-1,864
-10% -$93.7K 0.65% 35
2021
Q4 		$976K Buy
+18,592
New +$972K 0.73% 36

Other funds holding QHY

OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Melone Private Wealth's QHY Position: Q2 2026 in Review

Melone Private Wealth sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2026, closing a stake of 16,105 shares — an estimated $733K sold.

Melone Private Wealth first reported a position in QHY in Q4 2021 and held it in 18 quarters. The position peaked at $976K in Q4 2021. 11 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

  • Melone Private Wealth reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Melone Private Wealth sold 16,105 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $733K.
  • Melone Private Wealth first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and held it in 18 quarters.
  • Melone Private Wealth's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $976K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.