My Legacy Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

My Legacy Advisors’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
2025 Q2	$274K	Sell	5,956 -461	-7%	-$20.8K	0.1%	180
2025 Q1	$289K	Sell	6,417 -8	-0.1%	-$364	0.11%	177
2024 Q4	$292K	Sell	6,425 -145	-2%	-$6.63K	0.11%	172
2024 Q3	$303K	Sell	6,570 -9,194	-58%	-$419K	0.12%	174
2024 Q2	$703K	Sell	15,764 -2,398	-13%	-$107K	0.22%	120
2024 Q1	$823K	Sell	18,162 -1,550	-8%	-$70K	0.28%	103
2023 Q4	$895K	Buy	19,712 +604	+3%	+$26.4K	0.32%	94
2023 Q3	$807K	Sell	19,108 -2	-0%	-$88	0.33%	92
2023 Q2	$856K	Buy	19,110 +1,380	+8%	+$60.8K	0.34%	85
2023 Q1	$786K	Buy	17,730 +1,058	+6%	+$47.2K	0.34%	100
2022 Q4	$762K	Sell	16,672 -328	-2%	-$14.5K	0.33%	109
2022 Q3	$731K	Buy	+17,000	New	+$771K	0.37%	94

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

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

CWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

My Legacy Advisors's QHY Position: Q2 2025 in Review

My Legacy Advisors reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 7.2% in Q2 2025, selling an estimated $20.8K and leaving 5,956 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #180.

My Legacy Advisors first reported a position in QHY in Q3 2022 and has held it in 12 quarters since. The position peaked at $895K in Q4 2023. 66 funds tracked by Wall St. Rank hold QHY as of Q2 2025.

My Legacy Advisors held 5,956 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $274K as of Q2 2025.
My Legacy Advisors sold 461 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2025, an estimated $20.8K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #180 holding.
My Legacy Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2022 and has held it in 12 quarters since.
My Legacy Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $895K in Q4 2023.
66 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.