UBS Group’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

UBS Group’s Portfolio SFHY Stock Details SFHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,163	Closed	-$58K	–	10250
2021 Q1	$58K	Buy	1,163 +1,162	+116,200%	+$57.4K	﹤0.01%	6407
2020 Q4	$0	Buy	+1	New	+$49	﹤0.01%	9007
2020 Q1	–	Sell	-50	Closed	-$3K	–	8641
2019 Q4	$3K	Buy	+50	New	+$2.51K	﹤0.01%	7791
2018 Q4	–	Sell	-100	Closed	-$5K	–	8455
2018 Q3	$5K	Sell	100 -310	-76%	-$15.6K	﹤0.01%	7524
2018 Q2	$20K	Buy	+410	New	+$20.3K	﹤0.01%	6705
2016 Q4	–	Sell	-100	Closed	-$5K	–	8158
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	7149
2016 Q2	$5K	Buy	+100	New	+$5.02K	﹤0.01%	7156

Other funds holding SFHY

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group's SFHY Position: Q2 2021 in Review

UBS Group sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q2 2021, closing a stake of 1,163 shares — an estimated $58K sold.

UBS Group first reported a position in SFHY in Q2 2016 and held it in 7 quarters. The position peaked at $58K in Q1 2021. 10 funds tracked by Wall St. Rank hold SFHY as of Q2 2021.

UBS Group reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
UBS Group sold 1,163 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q2 2021, an estimated $58K.
UBS Group first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2016 and held it in 7 quarters.
UBS Group's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $58K in Q1 2021.
10 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q2 2021.

Based on UBS Group's 13F filing for Q2 2021, filed 13 Aug 2021.