Simplicity Solutions’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-568,995	Closed	-$29.9M	–	1013
2020 Q4	$29.9M	Buy	568,995 +85,746	+18%	+$4.4M	0.44%	51
2020 Q3	$24.2M	Sell	483,249 -1,059	-0.2%	-$53.4K	0.44%	49
2020 Q2	$23.6M	Buy	484,308 +313,391	+183%	+$15M	0.47%	47
2020 Q1	$7.64M	Buy	170,917 +4,616	+3%	+$230K	0.24%	71
2019 Q4	$8.67M	Buy	166,301 +42,912	+35%	+$2.21M	0.26%	69
2019 Q3	$6.36M	Buy	+123,389	New	+$6.34M	0.26%	62

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWS

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

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

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

CWM

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Simplicity Solutions's QHY Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2021, closing a stake of 568,995 shares — an estimated $29.9M sold.

Simplicity Solutions first reported a position in QHY in Q3 2019 and held it in 6 quarters. The position peaked at $29.9M in Q4 2020. 45 funds tracked by Wall St. Rank hold QHY as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 568,995 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2021, an estimated $29.9M.
Simplicity Solutions first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $29.9M in Q4 2020.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.