Defined Financial Planning LLC Wisdomtree U.S. High Yield Cor Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Defined Financial Planning LLC holds 36,070 shares of WFHY stock, worth $1.65 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
36,070
Previous 32,044 12.56%
Holding current value
$1.65 Million
Previous $1.45 Billion 12.76%
% of portfolio
1.65%
Previous 1.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
N/A
4,026 Added 12.56%
36,070 $1.63 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
32,044 New
32,044 $1.45 Billion

Others Institutions Holding WFHY

# of Institutions
64
Shares Held
4.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. HIGH YIELD COR

WFHY Quotes by TradingView
  • Ticker WFHY
  • Sector ETFs
  • Industry ETFs
More about WFHY
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email