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 3.95 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
18,602
shares
|
$853,459
0.53% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,188
shares
|
$834,465
0.0% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
16,238
shares
|
$744,999
0.38% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,407
shares
|
$706,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
15,237
shares
|
$699,073
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
14,876
shares
|
$682,510
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,263
shares
|
$562,626
0.0% of portfolio
|
Q1 2025
Reduced 66.0%
|
|
|
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%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,244
shares
|
$515,874
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
10,412
shares
|
$477,702
0.27% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
8,236
shares
|
$377,867
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,800
shares
|
$357,864
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,799
shares
|
$357,818
0.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,070
shares
|
$324,371
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,022
shares
|
$322,169
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,459
shares
|
$296,338
0.01% of portfolio
|
Q2 2025
Reduced 36.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,371
shares
|
$292,301
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,051
shares
|
$277,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,956
shares
|
$273,261
0.1% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,491
shares
|
$251,927
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,130
shares
|
$235,364
0.08% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,540
shares
|
$208,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,167
shares
|
$191,181
0.01% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,274
shares
|
$150,211
0.04% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,920
shares
|
$88,089
0.0% of portfolio
|
Q1 2025
Reduced 32.75%
|