Osaic Holdings’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

Osaic Holdings’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
2021 Q3	–	Sell	-23,261	Closed	-$1.16M	–	7487
2021 Q2	$1.16M	Buy	23,261 +16,350	+237%	+$814K	﹤0.01%	2206
2021 Q1	$342K	Buy	6,911 +5,689	+466%	+$281K	﹤0.01%	3262
2020 Q4	$60K	Sell	1,222 -3,199	-72%	-$155K	﹤0.01%	4438
2020 Q3	$211K	Buy	4,421 +922	+26%	+$44.3K	﹤0.01%	3203
2020 Q2	$164K	Buy	3,499 +2,100	+150%	+$96.2K	﹤0.01%	3313
2020 Q1	$61K	Buy	+1,399	New	+$68.1K	﹤0.01%	3832

Other funds holding SFHY

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Osaic Holdings's SFHY Position: Q3 2021 in Review

Osaic Holdings sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q3 2021, closing a stake of 23,261 shares — an estimated $1.16M sold.

Osaic Holdings first reported a position in SFHY in Q1 2020 and held it in 6 quarters. The position peaked at $1.16M in Q2 2021. 2 funds tracked by Wall St. Rank hold SFHY as of Q3 2021.

Osaic Holdings reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q3 2021 after selling out during the quarter.
Osaic Holdings sold 23,261 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q3 2021, an estimated $1.16M.
Osaic Holdings first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2020 and held it in 6 quarters.
Osaic Holdings's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $1.16M in Q2 2021.
2 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2021.

Based on Osaic Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.