Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. High Yield Cor (WFHY)
This table provides information about the institutional ownership of Wisdomtree U.S. High Yield Cor (WFHY) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. HIGH YIELD COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
502K+ 40.21% |
$21.7M - $23.2M
|
1.75M
$80.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 25.4% |
$5.25M - $5.6M
|
599K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 177.91% |
$4.65M - $4.96M
|
168K
$7.7M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
107KNew |
$4.64M - $4.95M
|
107K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
93.5K+ 110.79% |
$4.05M - $4.32M
|
178K
$8.16M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
38.2K+ 41.27% |
$1.65M - $1.76M
|
131K
$5.99M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 59.07% |
$898K - $958K
|
55.8K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.05K+ 8.79% |
$349K - $372K
|
99.7K
$4.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.58KNew |
$285K - $304K
|
6.58K
$302K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.13KNew |
$266K - $283K
|
6.13K
$281K
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$235K - $250K
|
5.42K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.82K+ 8.08% |
$209K - $223K
|
64.4K
$2.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.79K+ 8.99% |
$208K - $221K
|
58.1K
$2.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.58K+ 7.88% |
$198K - $211K
|
62.7K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.5KNew |
$195K - $208K
|
4.5K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.88KNew |
$125K - $133K
|
2.88K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.11K+ 9.69% |
$91.3K - $97.3K
|
23.9K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.86K+ 29.92% |
$80.5K - $85.8K
|
8.07K
$370K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.39K+ 4.85% |
$60K - $64K
|
30K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 4.54% |
$48K - $51.2K
|
25.5K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 6.35% |
$45.8K - $48.9K
|
17.7K
$813K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
554+ 2.08% |
$24K - $25.6K
|
27.2K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 3.32% |
$17.3K - $18.5K
|
12.4K
$571K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
394+ 5.77% |
$17.1K - $18.2K
|
7.22K
$331K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
390+ 6.07% |
$16.9K - $18K
|
6.82K
$313K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
220New |
$9.53K - $10.2K
|
220
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12+ 2.25% |
$520 - $554
|
545
$25K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.3 - $46.2
|
1
$45.9
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 8.95% |
$736 - $785
|
173
$7.94K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-163- 2.77% |
$7.06K - $7.53K
|
5.73K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-240- 1.22% |
$10.4K - $11.1K
|
19.5K
$894K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-322- 6.61% |
$13.9K - $14.9K
|
4.55K
$209K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-354- 61.67% |
$15.3K - $16.4K
|
220
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.14K- 16.76% |
$49.4K - $52.7K
|
5.66K
$260K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.97K- 20.86% |
$85.2K - $90.9K
|
7.47K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.4K- 20.84% |
$147K - $157K
|
12.9K
$592K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.6K- 57.59% |
$502K - $536K
|
8.54K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.2K- 15.8% |
$743K - $792K
|
91.4K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 65.04% |
$751K - $801K
|
9.33K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.3K- 10.5% |
$967K - $1.03M
|
190K
$8.73M
|