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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.03K+ 12.56% |
N/A
|
36.1K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
N/A
|
6.42K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-212- 1.37% |
N/A
|
15.2K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-115- 2.05% |
N/A
|
5.49K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.65K+ 12.6% |
N/A
|
32.6K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 1004.23% |
N/A
|
10.2K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
680+ 3.79% |
N/A
|
18.6K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.74K+ 17.8% |
N/A
|
38K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-648- 5.45% |
N/A
|
11.2K
$516K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.47K+ 13.6% |
N/A
|
20.7K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
180New |
N/A
|
180
$8.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
402+ 35.42% |
N/A
|
1.54K
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3+ 0.05% |
N/A
|
5.77K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.24KNew |
N/A
|
8.24K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.61K+ 3.43% |
N/A
|
169K
$7.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.13% |
N/A
|
2.34K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$224K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$846K - $913K
|
19K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45New |
$2K - $2.17K
|
45
$2.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.7KNew |
$1.05M - $1.14M
|
23.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.45KNew |
$198K - $214K
|
4.45K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45New |
$2K - $2.17K
|
45
$2.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 36.14% |
$142K - $154K
|
12K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.8KNew |
$792K - $856K
|
17.8K
$816K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
175New |
$7.72K - $7.9K
|
175
$8.03K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107Closed |
$4.72K - $4.83K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6.34K+ 6.68% |
$280K - $286K
|
101K
$4.65M
|
|
|
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 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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
412+ 824.0% |
$17.4K - $18.9K
|
462
$21.2K
|
|
|
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
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 0.79% |
$1.72K - $1.79K
|
5.12K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$350K - $364K
|
8.13K
$373K
|
|
|
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
|
|