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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
921
shares
|
$42,255
0.0% of portfolio
|
Q4 2024
Reduced 18.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
440
shares
|
$20,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
440
shares
|
$20,187
0.0% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
305
shares
|
$13,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
180
shares
|
$8,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
163
shares
|
$7,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
151
shares
|
$6,927
0.0% of portfolio
|
Q4 2024
Added 69.66%
|
|
|
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
|
Jan 31, 2025 Q4 2024 |
84
shares
|
$3,853
0.0% of portfolio
|
Q3 2023
Reduced 43.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20
shares
|
$917
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
18
shares
|
$825
0.08% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2024
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|