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

Spire Wealth Management’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
2024 Q2	–	Sell	-109	Closed	-$4.94K	–	2410
2024 Q1	$4.94K	Hold	109	–	–	﹤0.01%	1928
2023 Q4	$4.92K	Hold	109	–	–	﹤0.01%	1960
2023 Q3	$4.71K	Hold	109	–	–	﹤0.01%	1959
2023 Q2	$4.81K	Hold	109	–	–	﹤0.01%	2015
2023 Q1	$4.88K	Hold	109	–	–	﹤0.01%	2039
2022 Q4	$5K	Hold	109	–	–	﹤0.01%	1855
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	1761
2022 Q2	$5K	Hold	109	–	–	﹤0.01%	2156
2022 Q1	$5K	Hold	109	–	–	﹤0.01%	2255
2021 Q4	$6K	Hold	109	–	–	﹤0.01%	2537
2021 Q3	$6K	Hold	109	–	–	﹤0.01%	2258
2021 Q2	$6K	Hold	109	–	–	﹤0.01%	2291
2021 Q1	$6K	Buy	+109	New	+$5.69K	﹤0.01%	2598

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

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

IWP

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

LWL

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

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

CWM

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

Spire Wealth Management's QHY Position: Q2 2024 in Review

Spire Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2024, closing a stake of 109 shares — an estimated $4.94K sold.

Spire Wealth Management first reported a position in QHY in Q1 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 52 funds tracked by Wall St. Rank hold QHY as of Q2 2024.

Spire Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 109 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2024, an estimated $4.94K.
Spire Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $6K in Q4 2021.
52 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.