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WisdomTree U.S. High Yield Corporate Bond Fund (QHY) Institutional Ownership

$45.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. High Yield Corporate Bond Fund (BATS:QHY)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$41.79M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.40M
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QHY Institutional Buying and Selling by Quarter

WisdomTree U.S. High Yield Corporate Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/26/2026WealthPoint Financial LLC10,799$492K0.4%+10.1%0.251%
5/19/2026Western Wealth Management LLC1,566$71K0.0%N/A0.036%
5/19/2026Bank of America Corp DE1,165,892$53.10M0.0%+63.8%27.114%
5/18/2026Royal Bank of Canada4,550$207K0.0%+361.0%0.106%
5/15/2026Gateway Wealth Partners LLC7,990$364K0.0%N/A0.186%
5/13/2026Cetera Investment Advisers203,070$9.25M0.0%+2.8%4.723%
5/12/2026Insight Advisors LLC PA11,867$540K0.1%-73.8%0.276%
5/5/2026Collaborative Wealth Managment Inc.8,995$410K0.2%-84.2%0.209%
5/5/2026Geneos Wealth Management Inc.7,530$343K0.0%-3.8%0.175%
5/4/2026Team Financial Group LLC9,930$452K0.2%+2.4%0.231%
4/30/2026Kestra Advisory Services LLC42,428$1.93M0.0%+244.6%0.987%
4/29/2026WealthPLAN Partners LLC13,583$619K0.1%+124.3%0.316%
4/27/2026Private Advisor Group LLC75,456$3.44M0.0%+15.5%1.755%
3/12/2026Vericrest Private Wealth18,185$845K0.8%N/A0.404%
3/4/2026SHP Wealth Management3,365$156K0.0%N/A0.075%
3/3/2026EJMK Ventures LLC7,796$362K0.2%N/A0.173%
2/24/2026Barnes Wealth Management Group Inc32,644$1.52M0.8%-0.9%0.725%
2/19/2026WealthPoint Financial LLC9,809$456K0.4%N/A0.218%
2/18/2026Mercer Global Advisors Inc. ADV5,323$247K0.0%N/A0.118%
2/18/2026Vines Capital Management LLC11,526$535K0.5%N/A0.256%
2/17/2026AQR Capital Management LLC8,105$376K0.0%-18.6%0.180%
2/17/2026Cetera Investment Advisers197,600$9.18M0.0%-0.2%4.391%
2/17/2026Osaic Holdings Inc.19,715$916K0.0%-3.1%0.438%
2/17/2026Private Advisor Group LLC65,337$3.03M0.0%+8.0%1.452%
2/17/2026Royal Bank of Canada987$46K0.0%-39.7%0.022%
2/16/2026Mariner LLC30,927$1.44M0.0%N/A0.687%
2/13/2026Kestra Advisory Services LLC12,314$572K0.0%+74.5%0.274%
2/13/2026Smartleaf Asset Management LLC39,330$1.83M0.1%+6.3%0.874%
2/12/2026Commonwealth Equity Services LLC22,242$1.03M0.0%+17.1%0.494%
2/12/2026WealthPLAN Partners LLC6,056$281K0.0%N/A0.135%
2/11/2026Insight Advisors LLC PA45,215$2.10M0.3%+9.7%1.005%
2/11/2026Howard Bailey Securities LLC5,028$234K0.1%-87.9%0.112%
2/11/2026LPL Financial LLC115,143$5.35M0.0%+11.0%2.559%
2/10/2026Evolution Wealth Management Inc.1,889$88K0.1%-33.2%0.042%
2/9/2026Millington Financial Advisors LLC31,828$1.48M0.7%-12.0%0.707%
2/9/2026Integrity Alliance LLC.4,410$205K0.0%N/A0.098%
2/9/2026Collaborative Wealth Managment Inc.57,052$2.65M0.9%-5.7%1.268%
2/9/2026Harbour Investments Inc.6,627$308K0.0%+13.6%0.147%
2/6/2026Mach 1 Financial Group LLC5,752$267K0.1%N/A0.128%
2/5/2026WealthPlan Investment Management LLC56,584$2.63M0.2%N/A1.257%
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2/3/2026International Assets Investment Management LLC701$33K0.0%N/A0.016%
2/3/2026RFG Advisory LLC11,873$551K0.0%+2.7%0.264%
1/29/2026Concurrent Investment Advisors LLC6,779$315K0.0%+6.7%0.151%
1/26/2026Oxinas Partners LLC20,491$952K0.5%+3.6%0.455%
1/26/2026CWM LLC1,647,308$76.50M0.2%+0.3%36.607%
1/21/2026Leo Wealth LLC5,577$259K0.0%N/A0.124%
1/13/2026Team Financial Group LLC9,695$450K0.2%-10.0%0.220%
1/1/2026JPMorgan Chase & Co.27,778$1.29M0.0%-13.0%0.631%
11/17/2025NewEdge Advisors LLC7,328$341K0.0%-6.4%0.167%
11/17/2025Flow Traders U.S. LLC5,990$279K0.0%-15.0%0.136%
11/17/2025Bank of America Corp DE675,802$31.46M0.0%+1.7%15.359%
11/14/2025Raymond James Financial Inc.20,057$934K0.0%-11.0%0.456%
11/14/2025Barnes Wealth Management Group Inc32,953$1.53M0.8%+6.4%0.749%
11/13/2025Private Advisor Group LLC60,476$2.82M0.0%+3.2%1.374%
11/12/2025NewSquare Capital LLC16,242$756K0.1%+5.7%0.369%
11/10/2025Insight Advisors LLC PA41,224$1.92M0.3%+2.0%0.937%
11/10/2025Vestmark Advisory Solutions Inc.32,855$1.53M0.0%-40.3%0.747%
11/10/2025Lion Street Advisors LLC9,964$464K0.1%N/A0.226%
11/7/2025Collaborative Wealth Managment Inc.60,479$2.82M1.1%-5.6%1.375%
11/7/2025JPMorgan Chase & Co.27,778$1.29M0.0%-13.0%0.631%
11/6/2025Oxinas Partners Wealth Management LLC19,778$921K0.5%+3.2%0.450%
11/6/2025Atria Investments Inc56,550$2.63M0.0%+8.0%1.285%
11/5/2025Smartleaf Asset Management LLC36,996$1.72M0.1%+3.2%0.841%
11/4/2025Howard Bailey Securities LLC41,623$1.94M0.7%+1.2%0.946%
10/31/2025Frazier Financial Advisors LLC1,533$71K0.0%+386.7%0.035%
10/30/2025Millington Financial Advisors LLC36,154$1.68M0.8%+5.1%0.822%
10/27/2025Concurrent Investment Advisors LLC6,356$296K0.0%-17.1%0.144%
10/20/2025Miracle Mile Advisors LLC8,326$388K0.0%+52.0%0.189%
10/17/2025Goldstone Financial Group LLC91,121$4.24M0.5%+4.4%2.071%
10/15/2025CWM LLC1,642,706$76.47M0.2%+2.8%37.334%
10/15/2025Defined Financial Planning LLC35,259$1.64M1.4%+11.2%0.801%
10/14/2025Farther Finance Advisors LLC3,271$152K0.0%-49.4%0.074%
10/7/2025Team Financial Group LLC10,774$502K0.2%-4.4%0.245%
8/29/2025Evolution Wealth Management Inc.2,982$137K0.2%N/A0.069%
8/27/2025Barnes Wealth Management Group Inc30,964$1.43M0.8%+5.3%0.720%
8/15/2025Smartleaf Asset Management LLC35,856$1.65M0.1%+2.1%0.834%
8/15/2025EP Wealth Advisors LLC2,255$104K0.0%N/A0.052%
8/15/2025Bank of America Corp DE664,228$30.62M0.0%+2.1%15.447%
8/14/2025Jane Street Group LLC28,080$1.29M0.0%-66.9%0.653%
8/14/2025Raymond James Financial Inc.22,534$1.04M0.0%+51.5%0.524%
8/14/2025NewEdge Advisors LLC7,830$361K0.0%-36.1%0.182%
8/13/2025Flow Traders U.S. LLC7,048$325K0.0%+16.5%0.164%
8/13/2025Millington Financial Advisors LLC34,408$1.59M0.8%+5.6%0.800%
8/12/2025JPMorgan Chase & Co.31,940$1.47M0.0%-26.9%0.743%
8/8/2025Collaborative Wealth Managment Inc.64,069$2.95M1.3%-6.5%1.490%
8/8/2025Cetera Investment Advisers189,207$8.72M0.0%+7.4%4.400%
8/6/2025Vestmark Advisory Solutions Inc.55,066$2.54M0.0%+149.0%1.281%
8/4/2025Atria Investments Inc52,347$2.41M0.0%-5.3%1.217%
8/1/2025Envestnet Asset Management Inc.19,736$910K0.0%-12.5%0.459%
7/30/2025Insight Advisors LLC PA40,423$1.86M0.3%+6.4%0.940%
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7/28/2025Harbour Investments Inc.4,661$215K0.0%+11.9%0.108%
7/28/2025RFG Advisory LLC11,507$530K0.0%+2.3%0.268%
7/25/2025CWM LLC1,597,815$73.66M0.3%-1.5%37.158%
7/25/2025Concurrent Investment Advisors LLC7,663$353K0.0%+20.3%0.178%
7/24/2025Leo Wealth LLC7,163$330K0.0%N/A0.167%
7/23/2025Defined Financial Planning LLC31,710$1.46M1.3%-12.1%0.737%
7/16/2025ORG Partners LLC1,740$80K0.0%+51.4%0.040%
7/15/2025Oxinas Partners Wealth Management LLC19,159$883K0.5%+3.0%0.446%
7/11/2025Farther Finance Advisors LLC6,459$298K0.0%-36.5%0.150%
7/11/2025My Legacy Advisors LLC5,956$274K0.1%-7.2%0.139%


QHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($76.50M), Bank of America Corp DE ($53.10M), Cetera Investment Advisers ($9.25M), Invenio Wealth Partners LLC ($8.45M), LPL Financial LLC ($5.35M), Goldstone Financial Group LLC ($4.24M), and Private Advisor Group LLC ($3.44M).Learn more on WisdomTree U.S. High Yield Corporate Bond Fund's institutional investors.

Of the 67 institutional investors that purchased WisdomTree U.S. High Yield Corporate Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($1.14M), Cetera Investment Advisers ($194.68K), Invenio Wealth Partners LLC ($187.16K), Leo Wealth LLC ($181.92K), LPL Financial LLC ($117.21K), Goldstone Financial Group LLC ($91.12K), and Jane Street Group LLC ($84.77K).

Institutional investors have bought a total of 910,357 shares in the last 24 months. This purchase volume represents approximately $41.79M in transactions.

Of the 26 institutional investors that sold WisdomTree U.S. High Yield Corporate Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Collaborative Wealth Managment Inc. ($59.54K), Jane Street Group LLC ($56.69K), Howard Bailey Securities LLC ($36.60K), Insight Advisors LLC PA ($33.35K), CWM LLC ($24.03K), Vestmark Advisory Solutions Inc. ($22.21K), and JPMorgan Chase & Co. ($20.06K).

Institutional investors have sold a total of 291,046 shares in the last 24 months. This volume of shares sold represents approximately $13.40M in transactions.


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This page (BATS:QHY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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