Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154KNew |
$6.88M - $7M
|
154K
$7.06M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
95KNew |
$4.25M - $4.32M
|
95K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 27.49% |
$1.46M - $1.49M
|
151K
$6.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
28.2K+ 69.93% |
$1.26M - $1.28M
|
68.4K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24.1K+ 18.7% |
$1.08M - $1.1M
|
153K
$7.02M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 17.33% |
$947K - $965K
|
143K
$6.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$500K - $509K
|
11.2K
$513K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.8K+ 6.92% |
$438K - $446K
|
151K
$6.94M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.25KNew |
$413K - $421K
|
9.25K
$424K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.15K+ 0.36% |
$275K - $280K
|
1.74M
$79.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.78KNew |
$258K - $263K
|
5.78K
$265K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
5.24K+ 66.18% |
$234K - $238K
|
13.1K
$603K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.22K+ 32.91% |
$144K - $146K
|
13K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.02K+ 40.16% |
$135K - $138K
|
10.5K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89K+ 5.44% |
$129K - $132K
|
56K
$2.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.45K+ 42.37% |
$110K - $112K
|
8.24K
$378K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.4K+ 15.21% |
$107K - $109K
|
18.2K
$833K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 0.9% |
$90.1K - $91.8K
|
227K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$89.9K - $91.5K
|
2.01K
$92.2K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
670+ 3.02% |
$30K - $30.5K
|
22.8K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
600+ 2.55% |
$26.8K - $27.3K
|
24.1K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 33.99% |
$22.3K - $22.7K
|
1.97K
$90.2K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
462+ 14.68% |
$20.7K - $21K
|
3.61K
$166K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437+ 24.62% |
$19.5K - $19.9K
|
2.21K
$101K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
277+ 1.87% |
$12.4K - $12.6K
|
15.1K
$693K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
204+ 12.11% |
$9.12K - $9.29K
|
1.89K
$86.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
164+ 2.28% |
$7.33K - $7.47K
|
7.37K
$338K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 1.8% |
$2.95K - $3K
|
3.72K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3+ 0.05% |
$134 - $137
|
5.76K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 8.7% |
$89.4 - $91
|
25
$1.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 24.74% |
$1.07K - $1.09K
|
73
$3.35K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-54- 1.2% |
$2.41K - $2.46K
|
4.45K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71- 98.61% |
$3.17K - $3.23K
|
1
$45.9
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-382Closed |
$17.1K - $17.4K
|
0
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-512- 1.61% |
$22.9K - $23.3K
|
31.3K
$1.44M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-750- 17.21% |
$33.5K - $34.1K
|
3.61K
$166K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-925- 9.41% |
$41.4K - $42.1K
|
8.9K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.96K- 94.74% |
$87.7K - $89.3K
|
109
$5K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.16K- 17.15% |
$96.4K - $98.1K
|
10.4K
$478K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.29K- 14.31% |
$147K - $150K
|
19.7K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.53K- 3.61% |
$202K - $206K
|
121K
$5.55M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.69K- 5.81% |
$254K - $259K
|
92.2K
$4.23M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.83K- 12.4% |
$261K - $265K
|
41.2K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.4K- 22.95% |
$375K - $382K
|
28.2K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11.3K- 26.48% |
$504K - $513K
|
31.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.6K- 21.69% |
$1.14M - $1.16M
|
92.2K
$4.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.6K- 21.69% |
$1.14M - $1.16M
|
92.2K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.3K- 65.07% |
$1.26M - $1.29M
|
15.2K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.2K- 35.95% |
$1.44M - $1.47M
|
57.4K
$2.63M
|