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 69 institutions that hold shares in the stock, with a total of 3.72 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
19,159
shares
|
$879,014
0.48% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
19,074
shares
|
$875,115
0.07% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
16,238
shares
|
$744,999
0.38% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
15,360
shares
|
$704,716
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
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 |
Jul 28, 2025 Q2 2025 |
11,507
shares
|
$527,941
0.02% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
11,273
shares
|
$517,205
0.26% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
8,141
shares
|
$373,509
0.18% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
7,855
shares
|
$360,387
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,830
shares
|
$359,240
0.0% of portfolio
|
Q2 2025
Reduced 36.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,663
shares
|
$351,578
0.01% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
7,163
shares
|
$328,638
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,048
shares
|
$323,362
0.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,959
shares
|
$319,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,865
shares
|
$314,966
0.0% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,604
shares
|
$302,991
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
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%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,956
shares
|
$273,261
0.1% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
5,682
shares
|
$260,690
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,477
shares
|
$251,284
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,887
shares
|
$224,215
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,661
shares
|
$213,846
0.01% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,377
shares
|
$200,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,122
shares
|
$143,237
0.03% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
2,982
shares
|
$136,814
0.17% of portfolio
|
Q2 2025
New holding
|