OPS
SFHY

Orion Portfolio Solutions’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Orion Portfolio Solutions’s Portfolio SFHY Stock Details SFHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-319
Closed -$14K – 2561
2020
Q1 		$14K Buy
+319
New +$15.5K ﹤0.01% 963

Other funds holding SFHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's SFHY Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 319 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in SFHY in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 319 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $14K.
  • Orion Portfolio Solutions first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $14K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.