Private Wealth Strategies’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Private Wealth Strategies’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	-153,761	Closed	-$6.77M	–	84
2022 Q2	$6.77M	Buy	153,761 +679	+0.4%	+$31.7K	1.88%	15
2022 Q1	$7.55M	Buy	153,082 +952	+0.6%	+$47.9K	1.86%	14
2021 Q4	$7.97M	Sell	152,130 -2,010	-1%	-$105K	1.84%	14
2021 Q3	$8.1M	Buy	154,140 +4,699	+3%	+$248K	2.03%	13
2021 Q2	$7.89M	Buy	149,441 +4,331	+3%	+$227K	2.03%	13
2021 Q1	$7.54M	Buy	145,110 +47,295	+48%	+$2.47M	2.09%	13
2020 Q4	$5.13M	Buy	97,815 +6,227	+7%	+$320K	1.55%	13
2020 Q3	$4.58M	Buy	91,588 +12,279	+15%	+$619K	1.61%	13
2020 Q2	$3.86M	Buy	79,309 +2,824	+4%	+$135K	1.71%	11
2020 Q1	$3.4M	Buy	76,485 +25,878	+51%	+$1.29M	1.7%	13
2019 Q4	$2.64M	Buy	+50,607	New	+$2.61M	1.05%	18

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Private Wealth Strategies's QHY Position: Q3 2022 in Review

Private Wealth Strategies sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2022, closing a stake of 153,761 shares — an estimated $6.77M sold.

Private Wealth Strategies first reported a position in QHY in Q4 2019 and held it in 11 quarters. The position peaked at $8.1M in Q3 2021. 42 funds tracked by Wall St. Rank hold QHY as of Q3 2022.

Private Wealth Strategies reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
Private Wealth Strategies sold 153,761 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2022, an estimated $6.77M.
Private Wealth Strategies first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2019 and held it in 11 quarters.
Private Wealth Strategies's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $8.1M in Q3 2021.
42 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2022.

Based on Private Wealth Strategies's 13F filing for Q3 2022, filed 18 Oct 2022.