TAM
QHY

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

Tucker Asset 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
-107
Closed -$4.85K – 1807
2024
Q1 		$4.85K Hold
107
– – ﹤0.01% 1091
2023
Q4 		$4.86K Hold
107
– – ﹤0.01% 919
2023
Q3 		$4.62K Buy
+107
New +$4.72K ﹤0.01% 847

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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
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

Tucker Asset Management's QHY Position: Q2 2024 in Review

Tucker Asset Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2024, closing a stake of 107 shares — an estimated $4.85K sold.

Tucker Asset Management first reported a position in QHY in Q3 2023 and held it in 3 quarters. The position peaked at $4.86K in Q4 2023. 52 funds tracked by Wall St. Rank hold QHY as of Q2 2024.

  • Tucker Asset Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 107 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2024, an estimated $4.85K.
  • Tucker Asset Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2023 and held it in 3 quarters.
  • Tucker Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4.86K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.