Institutional Ownership Wisdomtree U.S. High Yield Cor (WFHY)
This table provides information about the institutional ownership of Wisdomtree U.S. High Yield Cor (WFHY). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.97 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,621,849
shares
|
$74.4 Million
0.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
655,440
shares
|
$30.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
187,163
shares
|
$8.59 Million
3.54% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
176,183
shares
|
$8.08 Million
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
120,319
shares
|
$5.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
110,741
shares
|
$5.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
103,636
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
86,173
shares
|
$3.95 Million
0.59% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
72,171
shares
|
$3.31 Million
1.55% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,376
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
55,292
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
47,123
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
41,596
shares
|
$1.91 Million
0.76% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
37,998
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
36,070
shares
|
$1.65 Million
1.65% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,067
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 314.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
34,392
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
32,588
shares
|
$1.5 Million
0.88% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,873
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,565
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,724
shares
|
$904,937
0.64% of portfolio
|
Q1 2024
Reduced 14.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,351
shares
|
$887,823
0.07% of portfolio
|
Q1 2025
Added 107405.56%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
18,602
shares
|
$853,459
0.53% of portfolio
|
Q1 2025
Added 3.79%
|