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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,992
shares
|
$871,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,331
shares
|
$841,026
0.07% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
16,408
shares
|
$752,799
0.34% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
16,242
shares
|
$745,182
0.05% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,042
shares
|
$552,486
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,564
shares
|
$530,556
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
10,774
shares
|
$494,311
0.23% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
9,964
shares
|
$457,148
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,959
shares
|
$456,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
8,326
shares
|
$381,996
0.01% of portfolio
|
Q3 2025
Added 52.02%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
8,047
shares
|
$369,196
0.16% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,855
shares
|
$360,387
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,328
shares
|
$336,208
0.0% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,058
shares
|
$323,821
0.0% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,356
shares
|
$291,613
0.01% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,990
shares
|
$274,821
0.01% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,956
shares
|
$273,261
0.1% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,832
shares
|
$267,572
0.01% of portfolio
|
Q3 2025
Added 25.12%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,873
shares
|
$223,573
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,377
shares
|
$200,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,342
shares
|
$199,210
0.0% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,271
shares
|
$150,073
0.0% of portfolio
|
Q3 2025
Reduced 49.36%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,137
shares
|
$143,925
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,826
shares
|
$129,656
0.14% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,255
shares
|
$103,459
0.0% of portfolio
|
Q2 2025
New holding
|
|