Latest Institutional Transactions on Wisdomtree U.S. High Yield Cor (WFHY)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. High Yield Cor (WFHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 6.6% |
N/A
|
19.3K
$885K
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.98KNew |
N/A
|
2.98K
$137K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
104New |
N/A
|
104
$4.77K
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.55K+ 5.27% |
N/A
|
31K
$1.42M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55+ 0.71% |
N/A
|
7.86K
$360K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.6K- 30.48% |
N/A
|
72.1K
$3.31M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.43K- 36.15% |
N/A
|
7.83K
$359K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-934- 11.98% |
N/A
|
6.87K
$315K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$91.8
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
745+ 2.12% |
N/A
|
35.9K
$1.65M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 2.15% |
N/A
|
664K
$30.5M
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.26KNew |
N/A
|
2.26K
$103K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
347+ 7.64% |
N/A
|
4.89K
$224K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67- 4.88% |
N/A
|
1.31K
$60K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-466- 6.59% |
N/A
|
6.6K
$303K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.66K+ 51.48% |
N/A
|
22.5K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.7K- 66.88% |
N/A
|
28.1K
$1.29M
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.82K+ 5.58% |
N/A
|
34.4K
$1.58M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
997+ 16.48% |
N/A
|
7.05K
$323K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
336New |
N/A
|
336
$15.4K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-103- 12.03% |
N/A
|
753
$34.5K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623+ 0.6% |
N/A
|
104K
$4.78M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$261K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 15.27% |
N/A
|
234
$10.7K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.23K+ 3.95% |
N/A
|
58.6K
$2.69M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 7.39% |
N/A
|
189K
$8.68M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$201K
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.46K- 6.51% |
N/A
|
64.1K
$2.94M
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-458- 1.1% |
N/A
|
41.1K
$1.89M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-138- 7.19% |
N/A
|
1.78K
$81.8K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33K+ 149.04% |
N/A
|
55.1K
$2.53M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
123+ 0.81% |
N/A
|
15.4K
$705K
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-95- 1.15% |
N/A
|
8.14K
$374K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 5.33% |
N/A
|
52.3K
$2.4M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-97- 5.42% |
N/A
|
1.69K
$77.6K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.83K- 12.54% |
N/A
|
19.7K
$905K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.96KNew |
N/A
|
6.96K
$319K
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.43K+ 6.38% |
N/A
|
40.4K
$1.85M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 2.34% |
N/A
|
11.5K
$528K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
494+ 11.86% |
N/A
|
4.66K
$214K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-24K- 1.48% |
N/A
|
1.6M
$73.3M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 20.28% |
N/A
|
7.66K
$352K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-69- 18.5% |
N/A
|
304
$13.9K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-152- 4.64% |
N/A
|
3.12K
$143K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.16KNew |
N/A
|
7.16K
$329K
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-4.36K- 12.09% |
N/A
|
31.7K
$1.45M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
N/A
|
5.48K
$251K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
861+ 8.27% |
N/A
|
11.3K
$517K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
591+ 51.44% |
N/A
|
1.74K
$79.8K
|