Purchases and Sales Made in Q3 2025 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 2025. 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 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
44.9K+ 2.81% |
N/A
|
1.64M
$75.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19KNew |
N/A
|
19K
$871K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.88K+ 4.45% |
N/A
|
91.1K
$4.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.55K+ 11.19% |
N/A
|
35.3K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.85K+ 52.02% |
N/A
|
8.33K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
170+ 1.05% |
N/A
|
16.4K
$753K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21+ 1.21% |
N/A
|
1.76K
$80.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-62- 4.03% |
N/A
|
1.48K
$67.7K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-94- 1.15% |
N/A
|
8.05K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-156- 5.23% |
N/A
|
2.83K
$130K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-499- 4.43% |
N/A
|
10.8K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 17.06% |
N/A
|
6.36K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 49.36% |
N/A
|
3.27K
$150K
|