Purchases and Sales Made in Q3 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
65.9KNew |
$2.93M - $3.17M
|
65.9K
$3.02M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
46.2KNew |
$2.06M - $2.22M
|
46.2K
$2.12M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.7KNew |
$1.05M - $1.14M
|
23.7K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3K+ 62.81% |
$903K - $975K
|
52.5K
$2.41M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$846K - $913K
|
19K
$871K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.8KNew |
$792K - $856K
|
17.8K
$816K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
16.8K+ 10.04% |
$749K - $809K
|
184K
$8.45M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 13.72% |
$599K - $647K
|
111K
$5.11M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 8.06% |
$550K - $594K
|
165K
$7.59M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.55K+ 1.35% |
$381K - $411K
|
640K
$29.4M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.82K+ 5.02% |
$348K - $376K
|
164K
$7.5M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.03K+ 35.49% |
$313K - $338K
|
26.8K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.59KNew |
$294K - $317K
|
6.59K
$303K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.25K+ 16.46% |
$278K - $301K
|
44.2K
$2.03M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.45KNew |
$198K - $214K
|
4.45K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.09K+ 29.52% |
$182K - $197K
|
17.9K
$823K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 36.14% |
$142K - $154K
|
12K
$552K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.1K+ 9.2% |
$93.5K - $101K
|
24.9K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.38K+ 8.96% |
$61.6K - $66.5K
|
16.8K
$771K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.31K+ 9.67% |
$58.2K - $62.8K
|
14.8K
$679K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 35.18% |
$41.9K - $45.3K
|
3.62K
$166K
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
846+ 7.75% |
$37.7K - $40.7K
|
11.8K
$540K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
681+ 5.83% |
$30.3K - $32.8K
|
12.4K
$567K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
309+ 0.97% |
$13.8K - $14.9K
|
32.1K
$1.47M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 2.69% |
$2.36K - $2.55K
|
2.02K
$92.7K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45New |
$2K - $2.17K
|
45
$2.06K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45New |
$2K - $2.17K
|
45
$2.06K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
38+ 0.25% |
$1.69K - $1.83K
|
15.3K
$702K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$356 - $385
|
7.51K
$345K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 8.54% |
$312 - $337
|
89
$4.08K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4+ 0.07% |
$178 - $192
|
5.77K
$265K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-549- 32.6% |
$24.5K - $26.4K
|
1.14K
$52.1K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 14.61% |
$57.9K - $62.6K
|
7.6K
$349K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.43K- 50.97% |
$108K - $117K
|
2.34K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.78K- 63.82% |
$124K - $134K
|
1.58K
$72.4K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.4K- 5.95% |
$151K - $163K
|
53.7K
$2.46M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.2K- 7.35% |
$187K - $202K
|
52.9K
$2.43M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 37.01% |
$193K - $209K
|
7.39K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.85K- 5.89% |
$216K - $233K
|
77.5K
$3.55M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.19K- 58.32% |
$410K - $442K
|
6.57K
$301K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.72K- 38.81% |
$433K - $468K
|
15.3K
$703K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 29.6% |
$746K - $806K
|
39.9K
$1.83M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.8K- 12.9% |
$837K - $904K
|
127K
$5.82M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.7K- 1.38% |
$1.01M - $1.09M
|
1.63M
$74.6M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 80.22% |
$1.57M - $1.7M
|
8.7K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.8K- 41.27% |
$3.78M - $4.08M
|
121K
$5.54M
|