TRUADVICE’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

TRUADVICE’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
2023 Q3	$1.45M	Buy	33,477 +26,288	+366%	+$1.16M	0.57%	51
2023 Q2	$319K	Sell	7,189 -31	-0.4%	-$1.37K	0.12%	170
2023 Q1	$321K	Buy	7,220 +394	+6%	+$17.6K	0.13%	165
2022 Q4	$312K	Sell	6,826 -311	-4%	-$13.8K	0.16%	118
2022 Q3	$316K	Sell	7,137 -358	-5%	-$16.2K	0.18%	106
2022 Q2	$353K	Buy	7,495 +321	+4%	+$15K	0.19%	104
2022 Q1	$336K	Sell	7,174 -1,046	-13%	-$52.6K	0.19%	99
2021 Q4	$414K	Buy	8,220 +198	+2%	+$10.4K	0.39%	75
2021 Q3	$422K	Sell	8,022 -15,597	-66%	-$824K	0.39%	73
2021 Q2	$1.24M	Buy	23,619 +8,219	+53%	+$431K	0.27%	90
2021 Q1	$805K	Sell	15,400 -9,740	-39%	-$508K	0.24%	90
2020 Q4	$1.31M	Buy	25,140 +1,861	+8%	+$95.5K	0.4%	63
2020 Q3	$1.18M	Buy	+23,279	New	+$1.17M	0.48%	52

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

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

CAN

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

IWP

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

TRUADVICE's QHY Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 366% in Q3 2023, buying an estimated $1.16M and bringing the position to 33,477 shares worth $1.45M. The position accounts for 0.57% of the portfolio, ranked #51.

TRUADVICE first reported a position in QHY in Q3 2020 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold QHY as of Q3 2023.

TRUADVICE held 33,477 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.45M as of Q3 2023.
TRUADVICE bought 26,288 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2023, an estimated $1.16M.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.57% of TRUADVICE's portfolio in Q3 2023, its #51 holding.
TRUADVICE first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2020 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.