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

Total Investment 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
2025 Q3	–	Sell	-104	Closed	-$4.79K	–	886
2025 Q2	$4.79K	Buy	+104	New	+$4.7K	﹤0.01%	433

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

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

Total Investment Management's QHY Position: Q3 2025 in Review

Total Investment Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2025, closing a stake of 104 shares — an estimated $4.79K sold.

Total Investment Management first reported a position in QHY in Q2 2025 and held it in 1 quarter. The position peaked at $4.79K in Q2 2025. 63 funds tracked by Wall St. Rank hold QHY as of Q3 2025.

Total Investment Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 104 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2025, an estimated $4.79K.
Total Investment Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2025 and held it in 1 quarter.
Total Investment Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4.79K in Q2 2025.
63 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.