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 58 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
17,779
shares
|
$815,700
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
16,805
shares
|
$771,013
0.49% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,325
shares
|
$703,111
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
15,290
shares
|
$701,505
0.37% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
14,808
shares
|
$679,391
0.06% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,367
shares
|
$567,397
0.02% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,042
shares
|
$552,486
0.0% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
11,768
shares
|
$539,915
0.32% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,703
shares
|
$399,293
0.0% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,600
shares
|
$348,688
0.01% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,513
shares
|
$344,696
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,386
shares
|
$338,869
0.0% of portfolio
|
Q3 2024
Reduced 37.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,594
shares
|
$302,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,570
shares
|
$301,431
0.12% of portfolio
|
Q3 2024
Reduced 58.32%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,771
shares
|
$264,773
0.19% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,446
shares
|
$203,982
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,742
shares
|
$171,682
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,616
shares
|
$165,902
0.01% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,340
shares
|
$107,359
0.0% of portfolio
|
Q3 2024
Reduced 50.97%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,021
shares
|
$92,723
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,577
shares
|
$72,352
0.0% of portfolio
|
Q3 2024
Reduced 63.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,136
shares
|
$52,119
0.0% of portfolio
|
Q2 2024
Added 23.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,135
shares
|
$52,073
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
305
shares
|
$13,993
0.01% of portfolio
|
Q4 2023
New holding
|