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 52 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 |
Aug 14, 2024 Q2 2024 |
631,523
shares
|
$29 Million
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
205,550
shares
|
$9.43 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
167,345
shares
|
$7.68 Million
3.7% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
153,125
shares
|
$7.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
145,570
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
97,935
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
82,320
shares
|
$3.78 Million
1.84% of portfolio
|
Q2 2024
Reduced 31.95%
|
|
|
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 |
Aug 12, 2024 Q2 2024 |
57,046
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
56,605
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.61%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
52,870
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
43,999
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
37,940
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,270
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
31,801
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,044
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
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%
|
|
|
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%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,942
shares
|
$823,178
0.07% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
17,779
shares
|
$815,700
0.06% of portfolio
|
Q3 2024
New holding
|