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Wisdomtree Tr fndmtl hgh yld shares owned by 5T Wealth

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (QHY) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Wisdomtree Tr fndmtl hgh yld

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All positions including Wisdomtree Tr fndmtl hgh yld held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 8.0k 46.55
2025-06-30 $375k 8.1k 46.10
2025-03-31 $371k 8.2k 45.10
2024-12-31 $372k 8.2k 45.14

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Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Cetera Investment Advisers
LPL Financial
Goldstone Financial Group
Morgan Stanley
Collaborative Wealth Managment
Private Advisor
Jane Street
Atria Investments
Howard Bailey Securities
Insight Advisors, LLC/ PA
Smartleaf Asset Management
Millington Financial Advisors
Defined Financial Planning
Barnes Wealth Management Group

View all funds holding Wisdomtree Tr fndmtl hgh yld