Collaborative Wealth Managment Inc. Wisdomtree U.S. High Yield Cor Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 60,479 shares of WFHY stock, worth $2.77 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
60,479
Previous 64,069 5.6%
Holding current value
$2.77 Million
Previous $2.94 Million 5.61%
% of portfolio
1.17%
Previous 1.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-3,590 Reduced 5.6%
60,479 $2.77 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-4,464 Reduced 6.51%
64,069 $2.94 Million
Q1 2025

May 08, 2025
SELL
N/A
-3,638 Reduced 5.04%
68,533 $3.14 Million
Q4 2024

Feb 10, 2025
SELL
N/A
-5,304 Reduced 6.85%
72,171 $3.31 Million
Q3 2024

Nov 12, 2024
SELL
$44.55 - $48.12 $215,844 - $233,141
-4,845 Reduced 5.89%
77,475 $3.55 Million
Q2 2024

Aug 09, 2024
SELL
$44.1 - $45.14 $1.7 Million - $1.74 Million
-38,647 Reduced 31.95%
82,320 $3.67 Million
Q1 2024

May 10, 2024
SELL
$44.71 - $45.52 $202,491 - $206,160
-4,529 Reduced 3.61%
120,967 $5.48 Million
Q4 2023

Feb 07, 2024
SELL
$42.17 - $45.76 $196,090 - $212,784
-4,650 Reduced 3.57%
125,496 $5.7 Million
Q3 2023

Nov 09, 2023
SELL
$43.03 - $44.8 $242,474 - $252,447
-5,635 Reduced 4.15%
130,146 $5.62 Million
Q2 2023

Aug 07, 2023
BUY
$43.15 - $44.81 $220,928 - $229,427
5,120 Added 3.92%
135,781 $5.99 Million
Q1 2023

May 08, 2023
BUY
$43.31 - $46.19 $1.65 Million - $1.76 Million
38,170 Added 41.27%
130,661 $5.85 Million
Q4 2022

Feb 10, 2023
BUY
$42.84 - $45.68 $120,080 - $128,041
2,803 Added 3.13%
92,491 $4.06 Million
Q3 2022

Nov 14, 2022
BUY
$42.47 - $47.44 $201,520 - $225,102
4,745 Added 5.59%
89,688 $3.83 Million
Q2 2022

Aug 15, 2022
BUY
$43.9 - $49.69 $336,493 - $380,873
7,665 Added 9.92%
84,943 $3.74 Million
Q4 2021

Feb 11, 2022
SELL
$51.29 - $52.73 $113,915 - $117,113
-2,221 Reduced 2.79%
77,278 $4.06 Million
Q1 2021

May 12, 2022
BUY
$51.54 - $52.71 $4.1 Million - $4.19 Million
79,499 New
79,499 $3.92 Million

Others Institutions Holding WFHY

# of Institutions
70
Shares Held
3.79M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. HIGH YIELD COR

WFHY Quotes by TradingView
  • Ticker WFHY
  • Sector ETFs
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