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 70 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,642,706
shares
|
$75.4 Million
0.23% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
675,802
shares
|
$31 Million
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
198,046
shares
|
$9.09 Million
0.01% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
122,960
shares
|
$5.64 Million
0.62% of portfolio
|
Q2 2023
Added 14.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
103,731
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
91,121
shares
|
$4.18 Million
0.5% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
78,269
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
60,479
shares
|
$2.77 Million
1.17% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
60,476
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
58,336
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Added 107.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
56,550
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
41,623
shares
|
$1.91 Million
0.73% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
41,224
shares
|
$1.89 Million
0.46% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
36,996
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
36,154
shares
|
$1.66 Million
0.81% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
35,259
shares
|
$1.62 Million
1.36% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,477
shares
|
$1.54 Million
0.63% of portfolio
|
Q3 2023
Added 365.67%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
32,953
shares
|
$1.51 Million
0.84% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
32,855
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 40.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
27,778
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,337
shares
|
$933,061
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,057
shares
|
$920,215
0.0% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
19,778
shares
|
$907,414
0.52% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,700
shares
|
$903,836
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|