Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
76.9K+ 4.4% |
$3.32M - $3.45M
|
1.83M
$83.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.6K+ 9.96% |
$2.57M - $2.67M
|
658K
$30.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.1K+ 33.43% |
$2.42M - $2.51M
|
224K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.8K+ 46.27% |
$1.11M - $1.16M
|
81.7K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.1KNew |
$995K - $1.03M
|
23.1K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 20.76% |
$893K - $927K
|
120K
$5.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.8K+ 14.76% |
$682K - $709K
|
123K
$5.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
13.4K+ 166.1% |
$578K - $600K
|
21.5K
$985K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$498K - $517K
|
11.5K
$529K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.67K+ 10.35% |
$288K - $299K
|
71.1K
$3.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.43KNew |
$234K - $243K
|
5.43K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 20.93% |
$230K - $239K
|
30.9K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.12K+ 3.92% |
$221K - $229K
|
136K
$6.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.73KNew |
$204K - $212K
|
4.73K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.41KNew |
$147K - $153K
|
3.41K
$157K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.5K+ 33.42% |
$108K - $112K
|
9.96K
$457K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 9.22% |
$77.5K - $80.5K
|
21.3K
$976K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 7.78% |
$59.5K - $61.8K
|
19.1K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 13.4% |
$53.9K - $56K
|
10.6K
$485K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
807+ 12.26% |
$34.8K - $36.2K
|
7.39K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
634+ 259.84% |
$27.4K - $28.4K
|
878
$40.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
624New |
$26.9K - $28K
|
624
$28.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
560+ 10.33% |
$24.2K - $25.1K
|
5.98K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
371+ 68.07% |
$16K - $16.6K
|
916
$42K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
167+ 0.7% |
$7.21K - $7.48K
|
24K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
145+ 2.13% |
$6.26K - $6.5K
|
6.97K
$320K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
118+ 0.19% |
$5.09K - $5.29K
|
62.8K
$2.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
109New |
$4.7K - $4.88K
|
109
$5K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
108+ 0.84% |
$4.66K - $4.84K
|
13K
$597K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81+ 8100.0% |
$3.5K - $3.63K
|
82
$3.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50New |
$2.16K - $2.24K
|
50
$2.29K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 1.25% |
$1.55K - $1.61K
|
2.92K
$134K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 0.53% |
$1.29K - $1.34K
|
5.63K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 17.34% |
$1.29K - $1.34K
|
143
$6.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-31- 0.43% |
$1.34K - $1.39K
|
7.19K
$330K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-106- 41.73% |
$4.57K - $4.75K
|
148
$6.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-426- 7.44% |
$18.4K - $19.1K
|
5.3K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-675- 5.43% |
$29.1K - $30.2K
|
11.8K
$540K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.4K- 5.14% |
$60.4K - $62.7K
|
25.8K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.07K- 47.67% |
$176K - $182K
|
4.47K
$205K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.8K- 10.43% |
$856K - $889K
|
170K
$7.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-23.5K- 40.35% |
$1.01M - $1.05M
|
34.7K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.6K- 17.77% |
$1.36M - $1.42M
|
146K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.8K- 38.1% |
$1.5M - $1.56M
|
56.6K
$2.6M
|