Collaborative Wealth Managment Inc.
Position in QHY — WisdomTree U.S. High Yield Corporate Bond Fund
CIK 1896419
LAKE MARY, FL
All Filings in QHY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QHY | $409,632 | 8,995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 QHY | $2,649,494 | 57,052 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 QHY | $2,815,297 | 60,479 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 QHY | $2,953,580 | 64,069 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 QHY | $3,090,564 | 68,533 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 QHY | $3,257,438 | 72,171 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 QHY | $3,578,570 | 77,475 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 QHY | $3,671,307 | 82,320 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 QHY | $5,481,014 | 120,967 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 QHY | $5,700,028 | 125,496 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 QHY | $5,621,005 | 130,146 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 QHY | $5,995,002 | 135,781 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 QHY | $5,845,773 | 130,661 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 QHY | $4,063,129 | 92,491 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 QHY | $3,826,000 | 89,688 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 QHY | $3,737,492 | 84,943 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 QHY | $4,054,776 | 77,278 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 QHY | $4,134,345 | 79,499 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||