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 71 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,621,849
shares
|
$74.4 Million
0.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
650,258
shares
|
$29.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
179,521
shares
|
$8.24 Million
3.4% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
176,183
shares
|
$8.08 Million
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
103,735
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
103,636
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
86,173
shares
|
$3.95 Million
0.59% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
84,773
shares
|
$3.89 Million
0.0% of portfolio
|
Q1 2025
Added 535.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
68,533
shares
|
$3.14 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,376
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
55,292
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,673
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
41,596
shares
|
$1.91 Million
0.76% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
37,998
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
36,070
shares
|
$1.65 Million
1.65% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,111
shares
|
$1.61 Million
0.15% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
32,588
shares
|
$1.5 Million
0.88% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
29,415
shares
|
$1.35 Million
0.85% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
23,866
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,565
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
22,111
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,724
shares
|
$904,937
0.64% of portfolio
|
Q1 2024
Reduced 14.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,351
shares
|
$887,823
0.07% of portfolio
|
Q1 2025
Added 107405.56%
|