Melone Private Wealth’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
16,238
+1,162
| +8% | +$53.5K | 0.38% | 34 |
|
|
2025
Q1 | $680K | Buy |
15,076
+126
| +0.8% | +$5.68K | 0.36% | 35 |
|
|
2024
Q4 | $675K | Sell |
14,950
-340
| -2% | -$15.3K | 0.35% | 34 |
|
|
2024
Q3 | $706K | Buy |
15,290
+38
| +0.2% | +$1.76K | 0.38% | 33 |
|
|
2024
Q2 | $680K | Buy |
15,252
+147
| +1% | +$6.56K | 0.4% | 32 |
|
|
2024
Q1 | $684K | Buy |
15,105
+277
| +2% | +$12.6K | 0.41% | 33 |
|
|
2023
Q4 | $674K | Buy |
14,828
+1,705
| +13% | +$77.4K | 0.43% | 33 |
|
|
2023
Q3 | $567K | Buy |
13,123
+114
| +0.9% | +$4.92K | 0.41% | 35 |
|
|
2023
Q2 | $574K | Buy |
13,009
+108
| +0.8% | +$4.77K | 0.41% | 36 |
|
|
2023
Q1 | $571K | Sell |
12,901
-3,397
| -21% | -$150K | 0.44% | 34 |
|
|
2022
Q4 | $716K | Sell |
16,298
-552
| -3% | -$24.3K | 0.61% | 31 |
|
|
2022
Q3 | $739K | Buy |
16,850
+140
| +0.8% | +$6.14K | 0.65% | 35 |
|
|
2022
Q2 | $750K | Sell |
16,710
-18
| -0.1% | -$808 | 0.64% | 35 |
|
|
2022
Q1 | $795K | Sell |
16,728
-1,864
| -10% | -$88.6K | 0.65% | 35 |
|
|
2021
Q4 | $976K | Buy |
+18,592
| New | +$976K | 0.73% | 36 |
|