Sharper & Granite’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Sharper & Granite’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
2023 Q4	–	Sell	-5,120	Closed	-$221K	–	101
2023 Q3	$221K	Buy	5,120 +40	+0.8%	+$1.76K	0.13%	91
2023 Q2	$224K	Hold	5,080	–	–	0.13%	93
2023 Q1	$227K	Hold	5,080	–	–	0.14%	93
2022 Q4	$223K	Buy	+5,080	New	+$225K	0.15%	93

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWL

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

IWP

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

CWM

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Sharper & Granite's QHY Position: Q4 2023 in Review

Sharper & Granite sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q4 2023, closing a stake of 5,120 shares — an estimated $221K sold.

Sharper & Granite first reported a position in QHY in Q4 2022 and held it in 4 quarters. The position peaked at $227K in Q1 2023. 59 funds tracked by Wall St. Rank hold QHY as of Q4 2023.

Sharper & Granite reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
Sharper & Granite sold 5,120 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q4 2023, an estimated $221K.
Sharper & Granite first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and held it in 4 quarters.
Sharper & Granite's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $227K in Q1 2023.
59 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q4 2023.

Based on Sharper & Granite's 13F filing for Q4 2023, filed 19 Jan 2024.