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 60 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,325
shares
|
$703,111
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
14,950
shares
|
$685,906
0.36% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
14,808
shares
|
$679,391
0.06% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
12,968
shares
|
$594,971
0.34% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,042
shares
|
$552,486
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,892
shares
|
$545,604
0.02% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,703
shares
|
$399,293
0.0% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,900
shares
|
$362,452
0.01% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,513
shares
|
$344,696
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,386
shares
|
$338,869
0.0% of portfolio
|
Q3 2024
Reduced 37.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,594
shares
|
$302,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,425
shares
|
$294,779
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,771
shares
|
$264,773
0.19% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,606
shares
|
$257,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,882
shares
|
$223,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,446
shares
|
$203,982
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,742
shares
|
$171,682
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,616
shares
|
$165,902
0.01% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,337
shares
|
$107,221
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,021
shares
|
$92,723
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,577
shares
|
$72,352
0.0% of portfolio
|
Q3 2024
Reduced 63.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,136
shares
|
$52,119
0.0% of portfolio
|
Q2 2024
Added 23.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,135
shares
|
$52,073
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
440
shares
|
$20,187
0.0% of portfolio
|
Q4 2024
New holding
|