Institutional Ownership Wisdomtree U.S. High Yield Cor (WFHY)
This table provides information about the institutional ownership of Wisdomtree U.S. High Yield Cor (WFHY). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,613,119
shares
|
$74 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
655,440
shares
|
$30.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
187,163
shares
|
$8.59 Million
3.54% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
170,153
shares
|
$7.81 Million
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
169,179
shares
|
$7.76 Million
0.68% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
120,319
shares
|
$5.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
110,741
shares
|
$5.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
105,801
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
85,167
shares
|
$3.91 Million
0.6% of portfolio
|
Q2 2024
Reduced 37.52%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
72,171
shares
|
$3.31 Million
1.55% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,296
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
53,612
shares
|
$2.46 Million
0.03% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
47,832
shares
|
$2.19 Million
0.8% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
47,123
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,067
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 314.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
34,392
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
32,256
shares
|
$1.48 Million
0.39% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
32,044
shares
|
$1.47 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
28,942
shares
|
$1.33 Million
0.76% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,193
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.29%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,724
shares
|
$904,937
0.64% of portfolio
|
Q1 2024
Reduced 14.31%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
17,922
shares
|
$822,261
0.5% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,930
shares
|
$730,868
0.0% of portfolio
|
Q4 2024
New holding
|