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

Semmax 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
2024 Q3	–	Sell	-175	Closed	-$7.96K	–	419
2024 Q2	$7.96K	Buy	+175	New	+$7.83K	﹤0.01%	247

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

Semmax Financial Advisors's QHY Position: Q3 2024 in Review

Semmax Financial Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2024, closing a stake of 175 shares — an estimated $7.96K sold.

Semmax Financial Advisors first reported a position in QHY in Q2 2024 and held it in 1 quarter. The position peaked at $7.96K in Q2 2024. 55 funds tracked by Wall St. Rank hold QHY as of Q3 2024.

Semmax Financial Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 175 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2024, an estimated $7.96K.
Semmax Financial Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2024 and held it in 1 quarter.
Semmax Financial Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $7.96K in Q2 2024.
55 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.