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 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,930
shares
|
$730,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
15,449
shares
|
$708,800
0.06% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
14,950
shares
|
$685,906
0.36% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,340
shares
|
$612,039
0.0% of portfolio
|
Q4 2024
Reduced 74.61%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
12,968
shares
|
$594,971
0.34% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,042
shares
|
$552,486
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,892
shares
|
$545,604
0.02% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
8,236
shares
|
$377,867
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,900
shares
|
$362,452
0.01% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,622
shares
|
$349,697
0.0% of portfolio
|
Q4 2024
Reduced 50.26%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,522
shares
|
$345,109
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,253
shares
|
$332,767
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,040
shares
|
$322,995
0.0% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,425
shares
|
$294,779
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
5,774
shares
|
$264,911
0.49% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,606
shares
|
$257,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,882
shares
|
$223,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,637
shares
|
$166,865
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
3,590
shares
|
$164,709
0.04% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,855
shares
|
$130,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,337
shares
|
$107,221
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,231
shares
|
$102,358
0.01% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,548
shares
|
$71,022
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$70,517
0.0% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,320
shares
|
$60,561
0.02% of portfolio
|
Q4 2024
New holding
|