PFGIA
QHY

Patriot Financial Group Insurance Agency’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4,596
Closed -$202K – 2002
2022
Q2 		$202K Sell
4,596
-3,943
-46% -$184K 0.04% 379
2022
Q1 		$421K Sell
8,539
-2,400
-22% -$121K 0.08% 258
2021
Q4 		$574K Sell
10,939
-1,241
-10% -$64.9K 0.1% 216
2021
Q3 		$641K Sell
12,180
-355
-3% -$18.8K 0.11% 192
2021
Q2 		$661K Sell
12,535
-2,825
-18% -$148K 0.12% 184
2021
Q1 		$799K Sell
15,360
-4,076
-21% -$213K 0.18% 126
2020
Q4 		$1.02M Sell
19,436
-303
-2% -$15.6K 0.26% 90
2020
Q3 		$988K Buy
19,739
+4,384
+29% +$221K 0.32% 65
2020
Q2 		$747K Buy
15,355
+7,641
+99% +$365K 0.29% 82
2020
Q1 		$345K Sell
7,714
-644
-8% -$32.1K 0.16% 146
2019
Q4 		$436K Sell
8,358
-121
-1% -$6.24K 0.16% 127
2019
Q3 		$437K Buy
8,479
+871
+11% +$44.8K 0.2% 105
2019
Q2 		$391K Buy
7,608
+1,255
+20% +$64K 0.17% 106
2019
Q1 		$323K Buy
6,353
+2,661
+72% +$133K 0.17% 112
2018
Q4 		$175K Buy
+3,692
New +$181K 0.12% 140

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QHY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2022, closing a stake of 4,596 shares — an estimated $202K sold.

Patriot Financial Group Insurance Agency first reported a position in QHY in Q4 2018 and held it in 15 quarters. The position peaked at $1.02M in Q4 2020. 42 funds tracked by Wall St. Rank hold QHY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,596 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2022, an estimated $202K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.02M in Q4 2020.
  • 42 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.