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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
215+ 23.34% |
$9.48K - $9.71K
|
1.14K
$52.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.48% |
$794 - $813
|
3.74K
$172K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$60.5K - $61.9K
|
1.37K
$62.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 20.0% |
$221 - $226
|
20
$918
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
513+ 2.13% |
$22.6K - $23.2K
|
24.6K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
218New |
$9.61K - $9.84K
|
218
$10K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 27.49% |
$1.46M - $1.49M
|
151K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.96K- 94.74% |
$87.7K - $89.3K
|
109
$5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$89.9K - $91.5K
|
2.01K
$92.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71- 98.61% |
$3.17K - $3.23K
|
1
$45.9
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-382Closed |
$17.1K - $17.4K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.29K- 14.31% |
$147K - $150K
|
19.7K
$905K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
164+ 2.28% |
$7.33K - $7.47K
|
7.37K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
28.2K+ 69.93% |
$1.26M - $1.28M
|
68.4K
$3.14M
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
425New |
$17.9K - $19.4K
|
425
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.09KNew |
$383K - $416K
|
9.09K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 3.02% |
$79.7K - $86.4K
|
64.5K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
412+ 824.0% |
$17.4K - $18.9K
|
462
$21.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$12.9K - $14K
|
305
$14K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
69New |
$2.91K - $3.16K
|
69
$3.17K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.51KNew |
$190K - $207K
|
4.51K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.41K- 23.66% |
$59.5K - $64.6K
|
4.55K
$209K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-240- 4.53% |
$10.3K - $10.8K
|
5.06K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.06KNew |
$261K - $272K
|
6.06K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$350K - $364K
|
8.13K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 0.79% |
$1.72K - $1.79K
|
5.12K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.3K+ 365.67% |
$1.13M - $1.18M
|
33.5K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-64- 43.24% |
$2.75K - $2.87K
|
84
$3.85K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29.5K- 85.05% |
$1.27M - $1.32M
|
5.18K
$238K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
624New |
$26.9K - $28K
|
624
$28.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.8K+ 14.76% |
$682K - $709K
|
123K
$5.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 0.53% |
$1.29K - $1.34K
|
5.63K
$258K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
220New |
$9.53K - $10.2K
|
220
$10.1K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.39K+ 4.85% |
$60K - $64K
|
30K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.13KNew |
$266K - $283K
|
6.13K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-322- 6.61% |
$13.9K - $14.9K
|
4.55K
$209K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
310New |
$13.3K - $14.2K
|
310
$14.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23New |
$985 - $1.05K
|
23
$1.06K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$472K - $504K
|
11K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.06KNew |
$45.5K - $48.5K
|
1.06K
$48.7K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-263Closed |
$11.2K - $12.5K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 3.41% |
$127 - $142
|
85
$3.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 1.42% |
$297 - $332
|
499
$22.9K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
689New |
$30.2K - $34.2K
|
689
$31.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-243Closed |
$10.7K - $12.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
300New |
$13.2K - $14.9K
|
300
$13.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-38.8KClosed |
$1.7M - $1.93M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22New |
$966 - $1.09K
|
22
$1.01K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.94K- 46.18% |
$173K - $196K
|
4.6K
$211K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
679+ 0.44% |
$29.8K - $33.7K
|
154K
$7.05M
|
|