WCFA
QHY

Walkner Condon Financial Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Walkner Condon Financial Advisors’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
Q2 		– Sell
-4,553
Closed -$204K – 253
2023
Q1 		$204K Sell
4,553
-322
-7% -$14.4K 0.06% 226
2022
Q4 		$214K Buy
+4,875
New +$216K 0.06% 217

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walkner Condon Financial Advisors's QHY Position: Q2 2023 in Review

Walkner Condon Financial Advisors sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2023, closing a stake of 4,553 shares — an estimated $204K sold.

Walkner Condon Financial Advisors first reported a position in QHY in Q4 2022 and held it in 2 quarters. The position peaked at $214K in Q4 2022. 49 funds tracked by Wall St. Rank hold QHY as of Q2 2023.

  • Walkner Condon Financial Advisors reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,553 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2023, an estimated $204K.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2022 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $214K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.