Ever Source Wealth Advisors, LLC Wisdomtree U.S. High Yield Cor Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 178 shares of WFHY stock, worth $8,166. This represents 0.0% of its overall portfolio holdings.

Number of Shares

178

Holding current value

$8,166

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	N/A	178 New	178 $8,000

Others Institutions Holding WFHY

# of Institutions

Shares Held

3.96M

Call Options Held

Put Options Held

Cwm, LLC

1.62M
Shares

$74.4 Million
0.29% of portfolio
Bank Of America Corp Charlotte, NC

650K
Shares

$29.8 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

180K
Shares

$8.24 Million
3.4% of portfolio
Cetera Investment Advisers Schaumburg, IL

176K
Shares

$8.08 Million
0.02% of portfolio
Leo Brokerage, LLC

123K
Shares

$5.64 Million
0.62% of portfolio

View Full List

About WISDOMTREE U.S. HIGH YIELD COR

Ticker WFHY
Sector ETFs
Industry ETFs

More about WFHY

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Ever Source Wealth Advisors, LLC Wisdomtree U.S. High Yield Cor Transaction History