Invenio Wealth Partners LLC Wisdomtree U.S. High Yield Cor Transaction History

Invenio Wealth Partners LLC

$252 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	SELL	N/A	-7,642 Reduced 4.08%	179,521 $8.1 Billion
Q4 2024 Feb 12, 2025	BUY	N/A	3,010 Added 1.63%	187,163 $8.45 Billion
Q3 2024 Nov 13, 2024	BUY	$44.55 - $48.12 $748,796 - $808,800	16,808 Added 10.04%	184,153 $8.51 Billion
Q2 2024 Aug 12, 2024	BUY	$44.1 - $45.14 $630,012 - $644,870	14,286 Added 9.33%	167,345 $7.46 Billion
Q1 2024 May 09, 2024	BUY	$44.71 - $45.52 $1.08 Million - $1.1 Million	24,117 Added 18.7%	153,059 $6.94 Billion
Q4 2023 Feb 09, 2024	BUY	$42.17 - $45.76 $658,568 - $714,633	15,617 Added 13.78%	128,942 $5.86 Billion
Q3 2023 Nov 13, 2023	BUY	$43.03 - $44.8 $4.88 Million - $5.08 Million	113,325 New	113,325 $4.89 Billion

Others Institutions Holding WFHY

# of Institutions

67

Shares Held

3.71M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. HIGH YIELD COR

Ticker WFHY
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