Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93K+ 77.68% |
$3.98M - $4.25M
|
213K
$9.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.6KNew |
$3.93M - $4.19M
|
91.6K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.5K+ 440.58% |
$3.79M - $4.04M
|
109K
$4.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.4K+ 16.16% |
$2.85M - $3.04M
|
478K
$21.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.6KNew |
$1.22M - $1.3M
|
28.6K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
26.7KNew |
$1.14M - $1.22M
|
26.7K
$1.22M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
21.7KNew |
$932K - $993K
|
21.7K
$998K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
19.5K+ 1.58% |
$834K - $889K
|
1.25M
$57.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 205.68% |
$769K - $820K
|
26.7K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$472K - $504K
|
11K
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.57K+ 16.77% |
$367K - $391K
|
59.6K
$2.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.14K+ 13.0% |
$263K - $280K
|
53.3K
$2.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.08KNew |
$218K - $232K
|
5.08K
$233K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.88KNew |
$209K - $223K
|
4.88K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.8K+ 3.13% |
$120K - $128K
|
92.5K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 9.73% |
$92.7K - $98.8K
|
24.4K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.98K+ 26.57% |
$84.9K - $90.5K
|
9.44K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 2.83% |
$68.6K - $73.1K
|
58.1K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.55KNew |
$66.5K - $70.9K
|
1.55K
$71.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.06KNew |
$45.5K - $48.5K
|
1.06K
$48.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
552+ 1.6% |
$23.6K - $25.2K
|
35.1K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
489+ 575.29% |
$20.9K - $22.3K
|
574
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
425New |
$18.2K - $19.4K
|
425
$19.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
382New |
$16.4K - $17.4K
|
382
$17.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
344+ 10.4% |
$14.7K - $15.7K
|
3.65K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
310New |
$13.3K - $14.2K
|
310
$14.2K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
235+ 3.79% |
$10.1K - $10.7K
|
6.43K
$295K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 1.26% |
$6.43K - $6.85K
|
12K
$552K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23New |
$985 - $1.05K
|
23
$1.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.06% |
$85.7 - $91.4
|
190
$8.72K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.8 - $45.7
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-23- 0.39% |
$985 - $1.05K
|
5.89K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-61- 0.97% |
$2.61K - $2.79K
|
6.21K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-253- 32.19% |
$10.8K - $11.6K
|
533
$24.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-311- 4.36% |
$13.3K - $14.2K
|
6.83K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-328- 1.93% |
$14.1K - $15K
|
16.7K
$765K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-552- 3.28% |
$23.6K - $25.2K
|
16.3K
$748K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-726- 1.19% |
$31.1K - $33.2K
|
60.4K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 8.31% |
$76.6K - $81.6K
|
19.7K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.18K- 3.63% |
$136K - $145K
|
84.4K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.52K- 29.74% |
$365K - $389K
|
20.1K
$924K
|