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

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-265	Closed	-$13K	–	1518
2019 Q2	$13K	Buy	+265	New	+$13.4K	0.01%	757

Other funds holding SFHY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SFHY Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q3 2019, closing a stake of 265 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in SFHY in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 14 funds tracked by Wall St. Rank hold SFHY as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 265 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q3 2019, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2019 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $13K in Q2 2019.
14 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.