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 67 institutions that hold shares in the stock, with a total of 3.71 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,597,815
shares
|
$73.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
664,228
shares
|
$30.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
189,207
shares
|
$8.68 Million
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
104,259
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
87,243
shares
|
$4 Million
0.53% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
72,112
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
64,069
shares
|
$2.94 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
58,605
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
55,066
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 149.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
52,347
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
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 |
Aug 07, 2025 Q2 2025 |
41,138
shares
|
$1.89 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
40,423
shares
|
$1.85 Million
0.48% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
35,856
shares
|
$1.65 Million
0.15% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
34,408
shares
|
$1.58 Million
0.8% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
31,710
shares
|
$1.45 Million
1.29% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,080
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
22,534
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 51.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
20,662
shares
|
$947,972
0.0% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
20,056
shares
|
$920,169
0.07% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,736
shares
|
$905,487
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
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%
|