Raymond James & Associates’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Raymond James & Associates’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
2024 Q3	–	Sell	-24,645	Closed	-$1.1M	–	4123
2024 Q2	$1.1M	Buy	24,645 +513	+2%	+$22.9K	﹤0.01%	2568
2024 Q1	$1.09M	Buy	24,132 +600	+3%	+$27.1K	﹤0.01%	2537
2023 Q4	$1.07M	Buy	23,532 +974	+4%	+$42.6K	﹤0.01%	2475
2023 Q3	$974K	Buy	+22,558	New	+$994K	﹤0.01%	2471
2022 Q4	–	Sell	-8,039	Closed	-$343K	–	4085
2022 Q3	$343K	Buy	8,039 +2,010	+33%	+$91.2K	﹤0.01%	3095
2022 Q2	$265K	Sell	6,029 -1,615	-21%	-$75.3K	﹤0.01%	3314
2022 Q1	$377K	Sell	7,644 -1,725	-18%	-$86.7K	﹤0.01%	3252
2021 Q4	$492K	Buy	9,369 +157	+2%	+$8.21K	﹤0.01%	3093
2021 Q3	$485K	Sell	9,212 -296	-3%	-$15.6K	﹤0.01%	3087
2021 Q2	$502K	Sell	9,508 -24,256	-72%	-$1.27M	﹤0.01%	3082
2021 Q1	$1.76M	Buy	+33,764	New	+$1.76M	﹤0.01%	2112

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Raymond James & Associates's QHY Position: Q3 2024 in Review

Raymond James & Associates sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2024, closing a stake of 24,645 shares — an estimated $1.1M sold.

Raymond James & Associates first reported a position in QHY in Q1 2021 and held it in 11 quarters. The position peaked at $1.76M in Q1 2021. 55 funds tracked by Wall St. Rank hold QHY as of Q3 2024.

Raymond James & Associates reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
Raymond James & Associates sold 24,645 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2024, an estimated $1.1M.
Raymond James & Associates first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 11 quarters.
Raymond James & Associates's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.76M in Q1 2021.
55 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.