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 58 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,626,803
shares
|
$74.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
640,070
shares
|
$29.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
184,153
shares
|
$8.45 Million
3.68% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
165,464
shares
|
$7.59 Million
0.02% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
163,573
shares
|
$7.5 Million
0.69% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
126,785
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
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 |
Nov 13, 2024 Q3 2024 |
120,714
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
111,375
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
77,475
shares
|
$3.55 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
65,856
shares
|
$3.02 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
53,650
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
52,870
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,538
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 62.81%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
46,233
shares
|
$2.12 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
44,185
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
39,852
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
32,110
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
26,848
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
Added 35.49%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
24,915
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
23,654
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,983
shares
|
$870,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,942
shares
|
$823,178
0.07% of portfolio
|
Q3 2024
Added 29.52%
|