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

Raymond James Financial Services 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
2024 Q3	$556K	Buy	12,042 +3,197	+36%	+$146K	﹤0.01%	2546
2024 Q2	$394K	Buy	8,845 +606	+7%	+$27.1K	﹤0.01%	2701
2024 Q1	$373K	Buy	8,239 +2,452	+42%	+$111K	﹤0.01%	2720
2023 Q4	$263K	Buy	5,787 +79	+1%	+$3.45K	﹤0.01%	2823
2023 Q3	$247K	Buy	5,708 +980	+21%	+$43.2K	﹤0.01%	2789
2023 Q2	$209K	Buy	+4,728	New	+$208K	﹤0.01%	2905

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 $279M AUM 21.02% 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 $445B AUM 25.58% 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 $238M AUM 17.65% 1-Year Est. Return

GFG

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

Raymond James Financial Services Advisors's QHY Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 36% in Q3 2024, buying an estimated $146K and bringing the position to 12,042 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Raymond James Financial Services Advisors first reported a position in QHY in Q2 2023 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold QHY as of Q3 2024.

Raymond James Financial Services Advisors held 12,042 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $556K as of Q3 2024.
Raymond James Financial Services Advisors bought 3,197 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2024, an estimated $146K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2546 holding.
Raymond James Financial Services Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2023 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.