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Wisdomtree Tr fndmtl hgh yld shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Wisdomtree Tr fndmtl hgh yld

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All positions including Wisdomtree Tr fndmtl hgh yld held by EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $140 3 46.67
2025-06-30 $8.2k 178 46.10
2025-03-31 $8.0k 178 45.10

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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