Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. High Yield Cor (WFHY)
This table provides information about the institutional ownership of Wisdomtree U.S. High Yield Cor (WFHY) during Q3 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. HIGH YIELD COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
113KNew |
$4.88M - $5.08M
|
113K
$5.2M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
39.6K+ 2.17% |
$1.7M - $1.77M
|
1.87M
$85.6M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.3K+ 365.67% |
$1.13M - $1.18M
|
33.5K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.8KNew |
$982K - $1.02M
|
22.8K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.6KNew |
$971K - $1.01M
|
22.6K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.64K+ 4.3% |
$415K - $432K
|
233K
$10.7M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.55K+ 27.72% |
$368K - $383K
|
39.4K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$350K - $364K
|
8.13K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.44K+ 10.47% |
$320K - $333K
|
78.6K
$3.6M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.43KNew |
$319K - $333K
|
7.43K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.06KNew |
$261K - $272K
|
6.06K
$278K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.52KNew |
$238K - $247K
|
5.52K
$253K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
5.17K+ 24.06% |
$222K - $231K
|
26.6K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 19.25% |
$191K - $199K
|
27.5K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.9K+ 4.77% |
$168K - $175K
|
85.6K
$3.93M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.96K+ 1800.0% |
$84.4K - $87.9K
|
2.07K
$95K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.14K+ 9.89% |
$49.1K - $51.1K
|
12.7K
$582K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
980+ 20.73% |
$42.2K - $43.9K
|
5.71K
$262K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
690+ 3.24% |
$29.7K - $30.9K
|
22K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
679+ 0.56% |
$29.2K - $30.4K
|
121K
$5.55M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
547+ 5.17% |
$23.5K - $24.5K
|
11.1K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
469+ 53.42% |
$20.2K - $21K
|
1.35K
$61.8K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
366+ 39.96% |
$15.7K - $16.4K
|
1.28K
$58.8K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
180+ 2.58% |
$7.75K - $8.06K
|
7.15K
$328K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
114+ 0.88% |
$4.91K - $5.11K
|
13.1K
$602K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$4.6K - $4.79K
|
107
$4.91K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 1.52% |
$2.93K - $3.05K
|
4.54K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 0.79% |
$1.72K - $1.79K
|
5.12K
$235K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$86.1 - $89.6
|
19.1K
$877K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-19- 0.32% |
$818 - $851
|
5.96K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-34- 23.78% |
$1.46K - $1.52K
|
109
$5K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 1.75% |
$2.19K - $2.28K
|
2.87K
$132K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-64- 43.24% |
$2.75K - $2.87K
|
84
$3.85K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81- 98.78% |
$3.49K - $3.63K
|
1
$45.9
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-135- 1.83% |
$5.81K - $6.05K
|
7.25K
$333K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-151- 0.24% |
$6.5K - $6.76K
|
62.6K
$2.87M
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-196- 0.76% |
$8.43K - $8.78K
|
25.6K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-240- 4.53% |
$10.3K - $10.8K
|
5.06K
$232K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-577- 10.62% |
$24.8K - $25.8K
|
4.86K
$223K
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-760- 3.16% |
$32.7K - $34K
|
23.3K
$1.07M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 9.35% |
$47.3K - $49.3K
|
10.7K
$489K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.48K- 24.91% |
$107K - $111K
|
7.48K
$343K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 90.48% |
$133K - $138K
|
325
$14.9K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.64K- 4.15% |
$242K - $252K
|
130K
$5.97M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.82K- 10.28% |
$250K - $261K
|
50.8K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.1K- 14.71% |
$1.08M - $1.12M
|
145K
$6.67M
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29.5K- 85.05% |
$1.27M - $1.32M
|
5.18K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.3K- 25.53% |
$1.61M - $1.67M
|
109K
$5M
|