RFG
QHY

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

REAP Financial Group’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
2026
Q1 		$123K Sell
2,694
-436
-14% -$20.2K 0.02% 182
2025
Q4 		$145K Sell
3,130
-7
-0.2% -$325 0.03% 159
2025
Q3 		$146K Buy
3,137
+15
+0.5% +$694 0.03% 144
2025
Q2 		$144K Sell
3,122
-152
-5% -$6.87K 0.03% 135
2025
Q1 		$148K Sell
3,274
-316
-9% -$14.4K 0.04% 120
2024
Q4 		$162K Sell
3,590
-346
-9% -$15.8K 0.04% 125
2024
Q3 		$182K Buy
3,936
+928
+31% +$42.3K 0.04% 120
2024
Q2 		$134K Sell
3,008
-264
-8% -$11.8K 0.04% 139
2024
Q1 		$148K Sell
3,272
-128
-4% -$5.78K 0.04% 138
2023
Q4 		$154K Buy
+3,400
New +$149K 0.05% 153

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return