Defined Financial Planning LLC Wisdomtree U.S. High Yield Cor Transaction History
Defined Financial Planning LLC
- $121 Billion
- Q3 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Defined Financial Planning LLC holds 35,259 shares of WFHY stock, worth $1.62 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
35,259
Previous 31,710
11.19%
Holding current value
$1.62 Million
Previous $1.46 Billion
12.67%
% of portfolio
1.36%
Previous 1.29%
Shares
4 transactions
Others Institutions Holding WFHY
# of Institutions
70Shares Held
3.79MCall Options Held
0Put Options Held
0-
Cwm, LLC1.64MShares$75.4 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC676KShares$31 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL198KShares$9.09 Million0.01% of portfolio
-
Leo Brokerage, LLC123KShares$5.64 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$4.76 Million0.0% of portfolio