Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. High Yield Cor (WFHY)

WFHY Quotes by TradingView

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
 -
113K
New
$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
 -
22.8K
New
$982K - $1.02M
22.8K $1.05M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
22.6K
New
$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
 -
8.13K
New
$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
 -
7.43K
New
$319K - $333K
7.43K $341K
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
6.05K
+ 33.09%
$261K - $271K
24.4K $1.12M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
5.52K
New
$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
 -
107
New
$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
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$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

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