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

Simplicity Solutions’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-20,215	Closed	-$889K	–	936
2020 Q1	$889K	Sell	20,215 -11,940	-37%	-$581K	0.03%	367
2019 Q4	$1.63M	Buy	32,155 +9,094	+39%	+$457K	0.05%	277
2019 Q3	$1.16M	Sell	23,061 -1,241	-5%	-$62.4K	0.05%	264
2019 Q2	$1.23M	Buy	24,302 +15,381	+172%	+$777K	0.05%	218
2019 Q1	$450K	Buy	+8,921	New	+$445K	0.03%	431

Other funds holding SFHY

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 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

Simplicity Solutions's SFHY Position: Q2 2020 in Review

Simplicity Solutions sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2020, closing a stake of 20,215 shares — an estimated $889K sold.

Simplicity Solutions first reported a position in SFHY in Q1 2019 and held it in 5 quarters. The position peaked at $1.63M in Q4 2019. 13 funds tracked by Wall St. Rank hold SFHY as of Q2 2020.

Simplicity Solutions reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2020 after selling out during the quarter.
Simplicity Solutions sold 20,215 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2020, an estimated $889K.
Simplicity Solutions first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q1 2019 and held it in 5 quarters.
Simplicity Solutions's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $1.63M in Q4 2019.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.