Raleigh Capital Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Raleigh Capital Management’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	-85	Closed	-$4K	–	903
2022 Q3	$4K	Sell	85 -3	-3%	-$136	﹤0.01%	560
2022 Q2	$4K	Buy	88 +2	+2%	+$93	﹤0.01%	492
2022 Q1	$4K	Buy	86 +29	+51%	+$1.46K	﹤0.01%	498
2021 Q4	$4K	Buy	+57	New	+$2.98K	﹤0.01%	255

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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

AWM

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

Raleigh Capital Management's QHY Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2022, closing a stake of 85 shares — an estimated $4K sold.

Raleigh Capital Management first reported a position in QHY in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 45 funds tracked by Wall St. Rank hold QHY as of Q4 2022.

Raleigh Capital Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 85 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2022, an estimated $4K.
Raleigh Capital Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and held it in 4 quarters.
Raleigh Capital Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4K in Q3 2022.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.