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Wisdomtree Tr fndmtl hgh yld shares owned by Defined Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (QHY) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in Wisdomtree Tr fndmtl hgh yld

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All positions including Wisdomtree Tr fndmtl hgh yld held by Defined Financial Planning 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 Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 35k 46.50
2025-06-30 $1.5M 32k 45.89
2025-03-31 $1.6M 36k 45.22
2024-12-31 $1.4M 32k 45.14

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

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