WP
QHY

WealthShield Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

WealthShield Partners’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
2019
Q2 		– Sell
-10
Closed -$1K – 291
2019
Q1 		$1K Hold
10
– – ﹤0.01% 263
2018
Q4 		$0 Buy
+10
New +$491 ﹤0.01% 293

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

WealthShield Partners's QHY Position: Q2 2019 in Review

WealthShield Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

WealthShield Partners first reported a position in QHY in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 9 funds tracked by Wall St. Rank hold QHY as of Q2 2019.

  • WealthShield Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 10 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2019, an estimated $1K.
  • WealthShield Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2018 and held it in 2 quarters.
  • WealthShield Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.