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 54 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,735,785
shares
|
$77.4 Million
0.38% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
622,264
shares
|
$27.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
227,119
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
153,863
shares
|
$6.86 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
153,059
shares
|
$6.83 Million
3.74% of portfolio
|
Q1 2024
Added 18.7%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
151,294
shares
|
$6.75 Million
0.7% of portfolio
|
Q1 2024
Added 6.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
143,487
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2024
Added 17.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.48 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
120,967
shares
|
$5.4 Million
2.81% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
92,248
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.69%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
68,432
shares
|
$3.05 Million
0.18% of portfolio
|
Q1 2024
Added 69.93%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
63,327
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.31%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
57,372
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2024
Reduced 35.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
56,018
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2024
Added 5.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
41,164
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.49 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
31,289
shares
|
$1.4 Million
0.34% of portfolio
|
Q1 2024
Reduced 26.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
28,189
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
24,132
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
May 06, 2024 Q1 2024 |
22,820
shares
|
$1.02 Million
0.74% of portfolio
|
Q1 2024
Added 3.02%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,724
shares
|
$879,690
0.64% of portfolio
|
Q1 2024
Reduced 14.31%
|
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
19,712
shares
|
$879,155
0.33% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
15,176
shares
|
$676,849
0.0% of portfolio
|
Q1 2024
Reduced 65.07%
|
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
15,105
shares
|
$673,683
0.41% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
13,145
shares
|
$586,267
0.05% of portfolio
|
Q1 2024
Added 66.18%
|
|