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

Menlo Advisors’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
2018 Q4	–	Sell	-5,270	Closed	-$266K	–	40
2018 Q3	$266K	Sell	5,270 -1,610	-23%	-$80.8K	0.18%	36
2018 Q2	$340K	Sell	6,880 -690	-9%	-$34.1K	0.25%	32
2018 Q1	$369K	Hold	7,570	–	–	0.27%	33
2017 Q4	$371K	Hold	7,570	–	–	0.27%	33
2017 Q3	$381K	Buy	7,570 +200	+3%	+$10.1K	0.29%	33
2017 Q2	$371K	Buy	7,370 +1,490	+25%	+$75.2K	0.27%	33
2017 Q1	$295K	Hold	5,880	–	–	0.22%	35
2016 Q4	$295K	Buy	5,880 +160	+3%	+$8.1K	0.24%	33
2016 Q3	$292K	Hold	5,720	–	–	0.23%	33
2016 Q2	$285K	Buy	+5,720	New	+$287K	0.24%	33

Other funds holding SFHY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Menlo Advisors's SFHY Position: Q4 2018 in Review

Menlo Advisors sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q4 2018, closing a stake of 5,270 shares — an estimated $266K sold.

Menlo Advisors first reported a position in SFHY in Q2 2016 and held it in 10 quarters. The position peaked at $381K in Q3 2017. 10 funds tracked by Wall St. Rank hold SFHY as of Q4 2018.

Menlo Advisors reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q4 2018 after selling out during the quarter.
Menlo Advisors sold 5,270 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2018, an estimated $266K.
Menlo Advisors first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2016 and held it in 10 quarters.
Menlo Advisors's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $381K in Q3 2017.
10 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q4 2018.

Based on Menlo Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.