Newbridge Financial Services Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-875	Closed	-$39.1K	–	1451
2023 Q1	$39.1K	Hold	875	–	–	0.02%	524
2022 Q4	$38.4K	Hold	875	–	–	0.02%	528
2022 Q3	$37K	Hold	875	–	–	0.02%	529
2022 Q2	$39K	Hold	875	–	–	0.02%	464
2022 Q1	$43K	Sell	875 -470	-35%	-$23.6K	0.02%	518
2021 Q4	$71K	Buy	1,345 +175	+15%	+$9.15K	0.03%	376
2021 Q3	$62K	Buy	1,170 +295	+34%	+$15.6K	0.04%	356
2021 Q2	$46K	Buy	+875	New	+$45.8K	0.03%	470

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

PAG

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

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

Newbridge Financial Services Group's QHY Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 875 shares — an estimated $39.1K sold.

Newbridge Financial Services Group first reported a position in QHY in Q2 2021 and held it in 8 quarters. The position peaked at $71K in Q4 2021. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 875 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $39.1K.
Newbridge Financial Services Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $71K in Q4 2021.
49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.