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

Sowell Financial Services’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 Q2	–	Sell	-5,105	Closed	-$268K	–	2820
2021 Q1	$268K	Buy	5,105 +1,121	+28%	+$58.5K	0.01%	893
2020 Q4	$209K	Buy	3,984 +330	+9%	+$16.9K	0.01%	820
2020 Q3	$183K	Buy	3,654 +86	+2%	+$4.33K	0.01%	761
2020 Q2	$174K	Sell	3,568 -25	-0.7%	-$1.19K	0.01%	771
2020 Q1	$161K	Buy	3,593 +2,881	+405%	+$144K	0.01%	712
2019 Q4	$37K	Buy	712 +357	+101%	+$18.4K	﹤0.01%	1251
2019 Q3	$18K	Buy	+355	New	+$18.2K	﹤0.01%	1329

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

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

FTUS

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

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

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

FHC

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

Sowell Financial Services's QHY Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2021, closing a stake of 5,105 shares — an estimated $268K sold.

Sowell Financial Services first reported a position in QHY in Q3 2019 and held it in 7 quarters. The position peaked at $268K in Q1 2021. 37 funds tracked by Wall St. Rank hold QHY as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 5,105 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2021, an estimated $268K.
Sowell Financial Services first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $268K in Q1 2021.
37 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.