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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,255
shares
|
$103,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,782
shares
|
$81,758
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$79,831
0.02% of portfolio
|
Q2 2025
Added 51.44%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,692
shares
|
$77,628
0.01% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,537
shares
|
$70,517
0.0% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,307
shares
|
$59,965
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
753
shares
|
$34,547
0.01% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
624
shares
|
$28,629
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
336
shares
|
$15,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
315
shares
|
$14,452
0.01% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
304
shares
|
$13,947
0.0% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
234
shares
|
$10,735
0.01% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
180
shares
|
$8,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
178
shares
|
$8,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
104
shares
|
$4,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
84
shares
|
$3,853
0.0% of portfolio
|
Q3 2023
Reduced 43.24%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
20
shares
|
$917
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$91
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|