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QHY

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

NewEdge 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
Q4 		– Sell
-7,328
Closed -$341K – 4408
2025
Q3 		$341K Sell
7,328
-502
-6% -$23.2K ﹤0.01% 2086
2025
Q2 		$361K Sell
7,830
-4,433
-36% -$200K ﹤0.01% 1903
2025
Q1 		$553K Sell
12,263
-23,804
-66% -$1.08M ﹤0.01% 1530
2024
Q4 		$1.63M Buy
36,067
+27,364
+314% +$1.25M 0.01% 924
2024
Q3 		$402K Sell
8,703
-35,296
-80% -$1.61M ﹤0.01% 1606
2024
Q2 		$1.96M Buy
+43,999
New +$1.97M 0.01% 760

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return