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 61 institutions that hold shares in the stock, with a total of 4.1 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
305
shares
|
$13,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
109
shares
|
$5,000
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
89
shares
|
$4,083
0.0% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
84
shares
|
$3,853
0.0% of portfolio
|
Q3 2023
Reduced 43.24%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
45
shares
|
$2,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
45
shares
|
$2,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20
shares
|
$917
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
18
shares
|
$825
0.08% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2024
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|