Latest Institutional Purchases of Wisdomtree U.S. High Yield Cor (WFHY)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. High Yield Cor (WFHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154KNew |
$6.88M - $7M
|
154K
$6.86M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 27.49% |
$1.46M - $1.49M
|
151K
$6.75M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
28.2K+ 69.93% |
$1.26M - $1.28M
|
68.4K
$3.05M
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24.1K+ 18.7% |
$1.08M - $1.1M
|
153K
$6.83M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 17.33% |
$947K - $965K
|
143K
$6.4M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$500K - $509K
|
11.2K
$499K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.8K+ 6.92% |
$438K - $446K
|
151K
$6.75M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.25KNew |
$413K - $421K
|
9.25K
$412K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.15K+ 0.36% |
$275K - $280K
|
1.74M
$77.4M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.78KNew |
$258K - $263K
|
5.78K
$258K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
5.24K+ 66.18% |
$234K - $238K
|
13.1K
$586K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.22K+ 32.91% |
$144K - $146K
|
13K
$579K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.02K+ 40.16% |
$135K - $138K
|
10.5K
$470K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89K+ 5.44% |
$129K - $132K
|
56K
$2.5M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 42.37% |
$110K - $112K
|
8.24K
$367K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 0.9% |
$90.1K - $91.8K
|
227K
$10.1M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$89.9K - $91.5K
|
2.01K
$89.6K
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
670+ 3.02% |
$30K - $30.5K
|
22.8K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
600+ 2.55% |
$26.8K - $27.3K
|
24.1K
$1.08M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 33.99% |
$22.3K - $22.7K
|
1.97K
$87.7K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
462+ 14.68% |
$20.7K - $21K
|
3.61K
$161K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
277+ 1.87% |
$12.4K - $12.6K
|
15.1K
$674K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
164+ 2.28% |
$7.33K - $7.47K
|
7.37K
$329K
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3+ 0.05% |
$134 - $137
|
5.76K
$257K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 8.7% |
$89.4 - $91
|
25
$1.12K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.1KNew |
$2.62M - $2.84M
|
62.1K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.09KNew |
$383K - $416K
|
9.09K
$406K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.51KNew |
$190K - $207K
|
4.51K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 3.02% |
$79.7K - $86.4K
|
64.5K
$2.88M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.78KNew |
$74.9K - $81.2K
|
1.78K
$79.2K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
921New |
$38.8K - $42.1K
|
921
$41.1K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
604+ 3.16% |
$25.5K - $27.6K
|
19.7K
$879K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
425New |
$17.9K - $19.4K
|
425
$19K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
412+ 824.0% |
$17.4K - $18.9K
|
462
$20.6K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$12.9K - $14K
|
305
$13.6K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
69New |
$2.91K - $3.16K
|
69
$3.08K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$337 - $366
|
7.49K
$334K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.3K+ 365.67% |
$1.13M - $1.18M
|
33.5K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$350K - $364K
|
8.13K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.06KNew |
$261K - $272K
|
6.06K
$270K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$4.6K - $4.79K
|
107
$4.77K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40+ 0.79% |
$1.72K - $1.79K
|
5.12K
$228K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.8K+ 14.76% |
$682K - $709K
|
123K
$5.48M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
624New |
$26.9K - $28K
|
624
$27.8K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.13KNew |
$266K - $283K
|
6.13K
$273K
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.39K+ 4.85% |
$60K - $64K
|
30K
$1.34M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
220New |
$9.53K - $10.2K
|
220
$9.81K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$476K - $504K
|
11K
$492K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.55KNew |
$67K - $70.9K
|
1.55K
$69.2K
|