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 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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$472K - $504K
|
11K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23New |
$985 - $1.05K
|
23
$1.06K
|
|
|
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
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.94K- 46.18% |
$173K - $196K
|
4.6K
$211K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22New |
$966 - $1.09K
|
22
$1.01K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
679+ 0.44% |
$29.8K - $33.7K
|
154K
$7.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10KClosed |
$439K - $497K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-670Closed |
$29.4K - $33.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.8KNew |
$3.84M - $4.19M
|
79.8K
$3.66M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.34KClosed |
$209K - $227K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 34.94% |
$22.6K - $24.6K
|
875
$40.1K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-217Closed |
$11.1K - $11.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-50.8KClosed |
$2.61M - $2.68M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-432Closed |
$22.6K - $23K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.05KClosed |
$54.8K - $55.6K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-281Closed |
$14.6K - $14.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.11KClosed |
$266K - $269K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
109New |
$5.62K - $5.75K
|
109
$5K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.58KClosed |
$391K - $400K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-569KClosed |
$29.3M - $30M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.2KClosed |
$732K - $749K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
191New |
$9.32K - $9.8K
|
191
$8.76K
|
|
| Q3 2019 | |||||||
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-75Closed |
$3.86K - $3.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-907Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|