OP
QHY

ORG Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

ORG Partners’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
-1,761
Closed -$82K – 1792
2025
Q3 		$82K Buy
1,761
+21
+1% +$972 0.01% 501
2025
Q2 		$80.2K Buy
1,740
+591
+51% +$26.7K 0.02% 466
2025
Q1 		$51.9K Buy
1,149
+709
+161% +$32.3K 0.01% 475
2024
Q4 		$19.9K Buy
+440
New +$20.1K ﹤0.01% 747

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 $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ORG Partners's QHY Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2025, closing a stake of 1,761 shares — an estimated $82K sold.

ORG Partners first reported a position in QHY in Q4 2024 and held it in 4 quarters. The position peaked at $82K in Q3 2025. 74 funds tracked by Wall St. Rank hold QHY as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 1,761 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2025, an estimated $82K.
  • ORG Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $82K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.