Goldstone Financial Group, LLC Wisdomtree U.S. High Yield Cor Transaction History

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 87,243 shares of WFHY stock, worth $4 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
87,243
Previous 86,173 1.24%
Holding current value
$4 Million
Previous $3.89 Billion 3.93%
% of portfolio
0.53%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
N/A
1,070 Added 1.24%
87,243 $4.04 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
1,006 Added 1.18%
86,173 $3.89 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
19,311 Added 29.32%
85,167 $3.84 Billion
Q3 2024

Oct 28, 2024
BUY
$44.55 - $48.12 $2.93 Million - $3.17 Million
65,856 New
65,856 $3.04 Billion
Q2 2024

Jan 15, 2025
SELL
$44.1 - $45.14 $1.41 Million - $1.44 Million
-31,954 Reduced 37.52%
53,213 $2.37 Billion
Q1 2024

Jan 15, 2025
BUY
$44.71 - $45.52 $383,790 - $390,743
8,584 Added 25.87%
41,771 $1.89 Billion
Q4 2023

Jan 15, 2025
BUY
$42.17 - $45.76 $372,614 - $404,335
8,836 Added 36.29%
33,187 $1.51 Billion
Q3 2023

Jan 15, 2025
BUY
$43.03 - $44.8 $260,503 - $271,219
6,054 Added 33.09%
24,351 $1.05 Billion
Q2 2023

Jan 15, 2025
BUY
$43.15 - $44.81 $158,619 - $164,721
3,676 Added 25.14%
18,297 $808 Million
Q1 2023

Jan 15, 2025
SELL
$43.31 - $46.19 $3.06 Million - $3.26 Million
-70,546 Reduced 82.83%
14,621 $654 Million

Others Institutions Holding WFHY

# of Institutions
70
Shares Held
3.95M
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 Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, 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 Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email