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

Parallel 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
2023 Q2	–	Sell	-220	Closed	-$9.87K	–	3542
2023 Q1	$9.87K	Sell	220 -354	-62%	-$15.8K	﹤0.01%	2134
2022 Q4	$25.3K	Buy	574 +489	+575%	+$21.6K	﹤0.01%	1604
2022 Q3	$4K	Buy	+85	New	+$3.86K	﹤0.01%	2429
2020 Q2	–	Sell	-119	Closed	-$5K	–	2751
2020 Q1	$5K	Sell	119 -114	-49%	-$5.68K	﹤0.01%	1925
2019 Q4	$12K	Buy	+233	New	+$12K	﹤0.01%	1655

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 $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 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 $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parallel Advisors's QHY Position: Q2 2023 in Review

Parallel Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 220 shares — an estimated $9.87K sold.

Parallel Advisors first reported a position in QHY in Q4 2019 and held it in 5 quarters. The position peaked at $25.3K in Q4 2022. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

Parallel Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Parallel Advisors sold 220 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $9.87K.
Parallel Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2019 and held it in 5 quarters.
Parallel Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $25.3K in Q4 2022.
49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.