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 70 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,829
shares
|
$83,914
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,761
shares
|
$80,794
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,694
shares
|
$77,720
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,637
shares
|
$75,105
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,533
shares
|
$70,334
0.04% of portfolio
|
Q3 2025
Added 386.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,475
shares
|
$67,673
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
336
shares
|
$15,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
269
shares
|
$12,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
250
shares
|
$11,470
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
247
shares
|
$11,332
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
213
shares
|
$9,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
180
shares
|
$8,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
84
shares
|
$3,853
0.0% of portfolio
|
Q3 2023
Reduced 43.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
53
shares
|
$2,431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
51
shares
|
$2,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20
shares
|
$917
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$137
0.0% of portfolio
|
Q3 2025
Reduced 98.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|