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

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 187,163 shares of WFHY stock, worth $8.59 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

187,163

Previous 184,153 1.63%

Holding current value

$8.59 Million

Previous $8.51 Billion 0.69%

% of portfolio

3.54%

Previous 3.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.06M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. HIGH YIELD COR

Ticker WFHY
Sector ETFs
Industry ETFs

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