Money Concepts Capital’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-630	Closed	-$27.7K	–	2993
2022 Q4	$27.7K	Buy	+630	New	+$27.9K	﹤0.01%	1510
2022 Q2	–	Sell	-670	Closed	-$33K	–	2666
2022 Q1	$33K	Buy	+670	New	+$33.7K	﹤0.01%	1400

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

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

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

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

CWM

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

Leo Brokerage Hurst, Texas $876M AUM

CAN

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

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

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

Money Concepts Capital's QHY Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2023, closing a stake of 630 shares — an estimated $27.7K sold.

Money Concepts Capital first reported a position in QHY in Q1 2022 and held it in 2 quarters. The position peaked at $33K in Q1 2022. 50 funds tracked by Wall St. Rank hold QHY as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 630 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2023, an estimated $27.7K.
Money Concepts Capital first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $33K in Q1 2022.
50 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.