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 |
---|---|---|---|---|---|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
16,805
shares
|
$771,013
0.49% of portfolio
|
Q3 2024
Added 8.96%
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
15,290
shares
|
$701,505
0.37% of portfolio
|
Q3 2024
Added 0.25%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
13,502
shares
|
$619,471
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,367
shares
|
$567,397
0.02% of portfolio
|
Q3 2024
Added 5.83%
|
|
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%
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
11,768
shares
|
$539,915
0.32% of portfolio
|
Q3 2024
Added 7.75%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
11,726
shares
|
$537,988
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
8,900
shares
|
$408,332
0.02% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,513
shares
|
$344,696
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,570
shares
|
$301,431
0.12% of portfolio
|
Q3 2024
Reduced 58.32%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
5,767
shares
|
$264,589
0.2% of portfolio
|
Q2 2024
Added 0.05%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
4,773
shares
|
$218,985
0.01% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,359
shares
|
$199,990
0.0% of portfolio
|
Q2 2024
Added 20.78%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,742
shares
|
$171,682
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,675
shares
|
$122,729
0.0% of portfolio
|
Q2 2024
Added 20.93%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,021
shares
|
$92,723
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,684
shares
|
$77,261
0.01% of portfolio
|
Q1 2024
Added 12.11%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,136
shares
|
$52,119
0.0% of portfolio
|
Q2 2024
Added 23.34%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
305
shares
|
$13,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
175
shares
|
$8,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
109
shares
|
$5,000
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
84
shares
|
$3,853
0.0% of portfolio
|
Q3 2023
Reduced 43.24%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
82
shares
|
$3,762
0.0% of portfolio
|
Q2 2024
Added 12.33%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$917
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|