ShoreHaven Wealth Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

ShoreHaven Wealth Partners’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
2022 Q2	–	Sell	-38,835	Closed	-$1.92M	–	89
2022 Q1	$1.92M	Sell	38,835 -51	-0.1%	-$2.56K	1.01%	31
2021 Q4	$2.04M	Buy	38,886 +52	+0.1%	+$2.72K	1.01%	26
2021 Q3	$2.04M	Buy	+38,834	New	+$2.05M	1.06%	24
2021 Q2	–	Sell	-1,609	Closed	-$84K	–	267
2021 Q1	$84K	Buy	1,609 +1,231	+326%	+$64.2K	0.05%	94
2020 Q4	$20K	Buy	+378	New	+$19.4K	0.01%	151

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ShoreHaven Wealth Partners's QHY Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2022, closing a stake of 38,835 shares — an estimated $1.92M sold.

ShoreHaven Wealth Partners first reported a position in QHY in Q4 2020 and held it in 5 quarters. The position peaked at $2.04M in Q3 2021. 45 funds tracked by Wall St. Rank hold QHY as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 38,835 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2022, an estimated $1.92M.
ShoreHaven Wealth Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2020 and held it in 5 quarters.
ShoreHaven Wealth Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $2.04M in Q3 2021.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.