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SFHY

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

Wealthquest’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
Q3 		– Sell
-10,718
Closed -$547K – 149
2021
Q2 		$547K Sell
10,718
-749
-7% -$37.3K 0.09% 73
2021
Q1 		$584K Sell
11,467
-29
-0.3% -$1.43K 0.11% 72
2020
Q4 		$591K Sell
11,496
-14
-0.1% -$679 0.13% 65
2020
Q3 		$593K Sell
11,510
-51,690
-82% -$2.48M 0.15% 58
2020
Q2 		$3.26M Buy
+63,200
New +$2.89M 0.83% 21
2019
Q4 		$5.08M Sell
100,878
-7,702
-7% -$387K 1.45% 11
2019
Q3 		$5.47M Sell
108,580
-9,235
-8% -$465K 1.83% 10
2019
Q2 		$5.92M Sell
117,815
-12,062
-9% -$609K 2.24% 7
2019
Q1 		$6.45M Buy
129,877
+25,642
+25% +$1.28M 2.44% 7
2018
Q4 		$5.09M Buy
+104,235
New +$5.17M 2.09% 8

Other funds holding SFHY

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wealthquest's SFHY Position: Q3 2021 in Review

Wealthquest sold out of WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) in Q3 2021, closing a stake of 10,718 shares — an estimated $547K sold.

Wealthquest first reported a position in SFHY in Q4 2018 and held it in 10 quarters. The position peaked at $6.45M in Q1 2019. 2 funds tracked by Wall St. Rank hold SFHY as of Q3 2021.

  • Wealthquest reported no remaining WisdomTree U.S. Short Term High Yield Corporate Bond Fund position as of Q3 2021 after selling out during the quarter.
  • Wealthquest sold 10,718 WisdomTree U.S. Short Term High Yield Corporate Bond Fund shares in Q3 2021, an estimated $547K.
  • Wealthquest first reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in Q4 2018 and held it in 10 quarters.
  • Wealthquest's WisdomTree U.S. Short Term High Yield Corporate Bond Fund position peaked at $6.45M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term High Yield Corporate Bond Fund as of Q3 2021.

Based on Wealthquest's 13F filing for Q3 2021, filed 15 Nov 2021.