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

Trinity 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 Q1	–	Sell	-4,552	Closed	-$207K	–	51
2023 Q4	$207K	Sell	4,552 -1,411	-24%	-$61.7K	0.12%	43
2023 Q3	$258K	Sell	5,963 -19	-0.3%	-$837	0.16%	38
2023 Q2	$264K	Buy	5,982 +560	+10%	+$24.7K	0.16%	36
2023 Q1	$243K	Buy	+5,422	New	+$242K	0.16%	36

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

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

IWP

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LWL

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

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

CWM

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

AFTS

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

Trinity Wealth Management's QHY Position: Q1 2024 in Review

Trinity Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2024, closing a stake of 4,552 shares — an estimated $207K sold.

Trinity Wealth Management first reported a position in QHY in Q1 2023 and held it in 4 quarters. The position peaked at $264K in Q2 2023. 56 funds tracked by Wall St. Rank hold QHY as of Q1 2024.

Trinity Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
Trinity Wealth Management sold 4,552 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2024, an estimated $207K.
Trinity Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and held it in 4 quarters.
Trinity Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $264K in Q2 2023.
56 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2024.

Based on Trinity Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.