V Wealth Advisors’s WisdomTree U.S. Short Term High Yield Corporate Bond Fund SFHY Stock Holding History

V Wealth Advisors’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
2020 Q4	–	Sell	-5,048	Closed	-$242K	–	387
2020 Q3	$242K	Hold	5,048	–	–	0.17%	146
2020 Q2	$237K	Buy	+5,048	New	+$231K	0.06%	310

Other funds holding SFHY

Jane Street New York $777B AUM 61.18% 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

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

GWM

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

V Wealth Advisors's SFHY Position: Q4 2020 in Review

V Wealth Advisors sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q4 2020, closing a stake of 5,048 shares — an estimated $242K sold.

V Wealth Advisors first reported a position in SFHY in Q2 2020 and held it in 2 quarters. The position peaked at $242K in Q3 2020. 13 funds tracked by Wall St. Rank hold SFHY as of Q4 2020.

V Wealth Advisors reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q4 2020 after selling out during the quarter.
V Wealth Advisors sold 5,048 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q4 2020, an estimated $242K.
V Wealth Advisors first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q2 2020 and held it in 2 quarters.
V Wealth Advisors's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $242K in Q3 2020.
13 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.