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

Professional Financial 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
2022 Q4	–	Sell	-499	Closed	-$21K	–	486
2022 Q3	$21K	Buy	499 +7	+1%	+$318	0.01%	224
2022 Q2	$22K	Buy	492 +6	+1%	+$280	0.01%	222
2022 Q1	$24K	Sell	486 -92	-16%	-$4.63K	0.01%	229
2021 Q4	$30K	Buy	+578	New	+$30.2K	0.01%	216

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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AWM

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

Professional Financial Advisors's QHY Position: Q4 2022 in Review

Professional Financial Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2022, closing a stake of 499 shares — an estimated $21K sold.

Professional Financial Advisors first reported a position in QHY in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 45 funds tracked by Wall St. Rank hold QHY as of Q4 2022.

Professional Financial Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 499 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2022, an estimated $21K.
Professional Financial Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $30K in Q4 2021.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.