Planning Strategies »

Wisdomtree Tr fndmtl hgh yld shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Wisdomtree Tr fndmtl hgh yld

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $961 21 45.81

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Bank of America Corporation
WealthPlan Investment Management
Cetera Investment Advisers
American Financial & Tax Strategies
LPL Financial
Morgan Stanley
Private Advisor
Goldstone Financial Group
Commonwealth Equity Services
Smartleaf Asset Management
Atria Investments
Vestmark Advisory Solutions
Barnes Wealth Management Group
Millington Financial Advisors

View all funds holding Wisdomtree Tr fndmtl hgh yld