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 64 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,613,119
shares
|
$74 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
655,440
shares
|
$30.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
187,163
shares
|
$8.59 Million
3.54% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
170,153
shares
|
$7.81 Million
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
169,179
shares
|
$7.76 Million
0.68% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
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 |
Feb 07, 2025 Q4 2024 |
120,319
shares
|
$5.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
110,741
shares
|
$5.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
105,801
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
86,173
shares
|
$3.95 Million
0.59% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
72,171
shares
|
$3.31 Million
1.55% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,296
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
53,612
shares
|
$2.46 Million
0.03% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
47,123
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
41,596
shares
|
$1.91 Million
0.76% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
37,998
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
36,070
shares
|
$1.65 Million
1.65% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,067
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 314.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
34,392
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
32,588
shares
|
$1.5 Million
0.88% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,873
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,193
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.29%
|
|
|
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 |
Apr 09, 2025 Q1 2025 |
19,351
shares
|
$887,823
0.07% of portfolio
|
Q1 2025
Added 107405.56%
|