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

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$44.37
-0.11 (-0.25%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. High Yield Corporate Bond Fund (BATS:WFHY)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$64.78M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.94M
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WFHY 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
4/23/2024 KLR Investment Advisors LLC19,724$879K0.6%-14.3%0.387%
4/18/2024 Oxinas Partners Wealth Management LLC10,409$472K0.3%-17.2%0.204%
4/17/2024Trilogy Capital Inc.68,432$3.10M0.2%+69.9%1.342%
4/11/2024 RFG Advisory LLC11,189$507K0.0%N/A0.238%
4/5/2024 NBC Securities Inc.12,987$588K0.1%+32.9%0.276%
3/14/2024Leo Wealth LLC141,496$6.41M0.7%N/A3.011%
2/13/2024Cetera Advisor Networks LLC118,717$5.39M0.0%-1.9%2.526%
2/8/2024 KLR Investment Advisors LLC23,017$1.05M0.8%-1.0%0.490%
2/7/2024 NBC Securities Inc.9,771$443K0.0%+77.0%0.208%
2/7/2024Collaborative Wealth Managment Inc.125,496$5.70M3.1%-3.6%2.670%
2/7/2024Acorn Wealth Advisors LLC4,500$204K0.1%N/A0.096%
2/6/2024Private Advisor Group LLC89,579$4.07M0.0%+4.7%1.906%
2/5/2024Mach 1 Financial Group LLC5,761$262K0.1%+18.6%0.123%
2/1/2024Millington Financial Advisors LLC22,150$1.01M0.8%-13.6%0.471%
2/1/2024NewSquare Capital LLC7,910$359K0.0%+10.7%0.168%
2/1/2024 CWM LLC1,729,637$78.56M0.4%-7.3%36.801%
1/26/2024Geneos Wealth Management Inc.9,825$446K0.0%-7.8%0.209%
1/25/2024 International Assets Investment Management LLC62,117$2.82M0.0%N/A1.322%
1/24/2024 International Assets Investment Management LLC62,117$2.82M0.0%N/A1.322%
1/19/2024 Destiny Wealth Partners LLC4,513$203K0.0%N/A0.096%
1/18/2024Trinity Wealth Management LLC4,552$207K0.1%-23.7%0.097%
1/16/2024 Raymond James & Associates23,532$1.07M0.0%+4.3%0.501%
1/12/2024Melone Private Wealth LLC14,828$674K0.4%+13.0%0.315%
1/12/2024My Legacy Advisors LLC19,712$895K0.3%+3.2%0.419%
1/12/2024Trilogy Capital Inc.40,271$1.83M0.1%+51.2%0.857%
11/16/2023Financial Gravity Asset Management Inc.2,071$89K0.0%+1,800.0%0.044%
11/16/2023Maripau Wealth Management LLC5,061$219K0.2%-4.5%0.108%
11/13/2023LPL Financial LLC145,373$6.28M0.0%-14.7%3.093%
11/13/2023Envestnet Asset Management Inc.78,561$3.39M0.0%+10.5%1.672%
11/13/2023Kestra Advisory Services LLC11,122$480K0.0%+5.2%0.237%
11/9/2023Collaborative Wealth Managment Inc.130,146$5.62M3.4%-4.2%2.769%
11/8/2023 KLR Investment Advisors LLC23,258$1.04M0.9%-3.2%0.495%
11/7/2023Atria Investments Inc27,488$1.19M0.0%+19.3%0.585%
11/4/2023 NBC Securities Inc.5,520$238K0.0%N/A0.117%
11/3/2023Private Advisor Group LLC85,555$3.70M0.0%+4.8%1.820%
10/25/2023 Oxinas Partners Wealth Management LLC12,680$548K0.4%+9.9%0.270%
10/24/2023 Raymond James Financial Services Advisors Inc.5,708$247K0.0%+20.7%0.121%
10/24/2023 Raymond James & Associates22,558$974K0.0%N/A0.480%
10/17/2023Mach 1 Financial Group LLC4,857$210K0.1%-10.6%0.103%
10/16/2023Trilogy Capital Inc.26,631$1.15M0.1%+24.1%0.567%
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10/16/2023 RFG Advisory LLC21,972$949K0.0%+3.2%0.467%
10/11/2023Geneos Wealth Management Inc.10,660$460K0.0%-9.4%0.227%
10/11/2023 CWM LLC1,866,240$80.60M0.5%+2.2%39.707%
10/5/2023 McNaughton Wealth Management LLC5,184$224K0.1%-85.1%0.110%
8/11/2023Kestra Advisory Services LLC10,575$467K0.0%+13.4%0.225%
8/10/2023Osaic Holdings Inc.223,862$9.89M0.0%+33.4%4.763%
8/10/2023Private Advisor Group LLC81,657$3.63M0.0%+46.3%1.737%
8/10/2023Cetera Advisor Networks LLC120,383$5.32M0.0%+20.8%2.561%
8/8/2023Geneos Wealth Management Inc.11,760$519K0.0%-5.4%0.250%
8/8/2023 Claro Advisors LLC7,389$326K0.1%+12.3%0.157%
8/8/2023 McNaughton Wealth Management LLC34,676$1.53M1.0%-40.3%0.738%
8/8/2023Millington Financial Advisors LLC25,827$1.14M1.0%-5.1%0.550%
8/4/2023Envestnet Asset Management Inc.71,117$3.14M0.0%+10.3%1.513%
8/4/2023Atria Investments Inc23,050$1.02M0.0%N/A0.490%
8/4/2023IFP Advisors Inc4,469$220K0.0%-47.7%0.095%
8/3/2023 CWM LLC1,826,685$80.65M0.5%+4.4%38.866%
8/3/2023 RFG Advisory LLC21,282$940K0.0%+9.2%0.453%
7/31/2023LPL Financial LLC170,444$7.53M0.0%-10.4%3.626%
7/28/2023 Lion Street Advisors LLC9,964$521K0.2%+33.4%0.212%
7/28/2023Mach 1 Financial Group LLC5,434$240K0.1%N/A0.116%
7/26/2023Creative Financial Designs Inc. ADV878$39K0.0%+259.8%0.019%
7/25/2023 Raymond James Financial Services Advisors Inc.4,728$209K0.0%N/A0.101%
7/25/2023Leo Brokerage LLC122,960$5.42M0.6%+14.8%2.616%
7/24/2023Trilogy Capital Inc.21,466$959K0.1%+166.1%0.457%
7/14/2023My Legacy Advisors LLC19,110$856K0.3%+7.8%0.407%
7/14/2023 Oxinas Partners Wealth Management LLC11,539$509K0.3%N/A0.246%
7/14/2023Trinity Wealth Management LLC5,982$264K0.2%+10.3%0.127%
5/15/2023 KLR Investment Advisors LLC23,851$1.07M0.9%N/A0.519%
5/10/2023Private Advisor Group LLC55,827$2.50M0.0%N/A1.214%
5/10/2023LPL Financial LLC190,293$8.51M0.0%-10.5%4.137%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,883$129K0.0%N/A0.063%
5/9/2023Acorn Wealth Advisors LLC4,500$201K0.1%N/A0.098%
5/9/2023 RFG Advisory LLC19,486$872K0.0%-1.2%0.424%
5/8/2023Collaborative Wealth Managment Inc.130,661$5.85M3.7%+41.3%2.840%
5/5/2023Bernardo Wealth Planning LLC29,951$1.34M0.6%+4.9%0.651%
5/3/2023Integrated Wealth Concepts LLC6,132$274K0.0%N/A0.133%
5/2/2023Leo Brokerage LLC107,145$4.79M0.7%N/A2.329%
5/1/2023NewSquare Capital LLC6,820$305K0.0%+6.1%0.148%
5/1/2023Truadvice LLC7,220$321K0.1%+5.8%0.157%
5/1/2023 CWM LLC1,749,764$78.28M0.5%+40.2%38.038%
4/25/2023Geneos Wealth Management Inc.12,435$556K0.0%+3.3%0.270%
4/21/2023 Walkner Condon Financial Advisors LLC4,553$204K0.1%-6.6%0.099%
4/20/2023Melone Private Wealth LLC12,901$571K0.4%-20.8%0.280%
4/18/2023IFP Advisors Inc8,540$420K0.0%-57.6%0.225%
4/17/2023Trilogy Capital Inc.8,067$361K0.0%+29.9%0.212%
4/17/2023 Claro Advisors LLC6,582$294K0.1%N/A0.173%
4/14/2023AE Wealth Management LLC62,667$2.80M0.0%+7.9%1.649%
4/13/2023Trinity Wealth Management LLC5,422$243K0.2%N/A0.143%
4/13/2023 Lion Street Advisors LLC7,468$334K0.1%-20.9%0.197%
4/12/2023 McNaughton Wealth Management LLC58,129$2.60M1.7%+9.0%1.530%
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4/11/2023My Legacy Advisors LLC17,730$786K0.3%+6.3%0.467%
2/10/2023Collaborative Wealth Managment Inc.92,491$4.06M2.7%+3.1%0.000%
2/10/2023CoreCap Advisors LLC1,552$68K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.60,369$2.65M0.0%-1.2%0.000%
2/8/2023Millington Financial Advisors LLC26,673$1.17M1.1%N/A0.000%
2/7/2023My Legacy Advisors LLC16,672$762K0.3%-1.9%0.000%
2/7/2023LPL Financial LLC212,624$9.34M0.0%+77.7%0.000%
2/7/2023IFP Advisors Inc20,136$989K0.0%-29.7%0.000%
2/7/2023Envestnet Asset Management Inc.59,629$2.62M0.0%+16.8%0.000%
2/7/2023NewSquare Capital LLC6,430$282K0.0%+3.8%0.000%
(Data available from 1/1/2016 forward)

WFHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFHY shares?

During the previous two years, 52 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($78.56M), Osaic Holdings Inc. ($9.89M), Private Wealth Strategies L.L.C. ($6.77M), Leo Wealth LLC ($6.41M), LPL Financial LLC ($6.28M), Collaborative Wealth Managment Inc. ($5.70M), and Leo Brokerage LLC ($5.42M).Learn more on WFHY's institutional investors.

Which institutional investors have been buying WisdomTree U.S. High Yield Corporate Bond Fund stock?

Of the 48 institutional investors that purchased WisdomTree U.S. High Yield Corporate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($898.15K), Leo Wealth LLC ($141.50K), Collaborative Wealth Managment Inc. ($125.92K), International Assets Investment Management LLC ($124.23K), Leo Brokerage LLC ($122.96K), LPL Financial LLC ($92.96K), and Private Advisor Group LLC ($90.75K).

How much institutional buying is happening at WisdomTree U.S. High Yield Corporate Bond Fund?

Institutional investors have bought a total of 2,166,975 shares in the last 24 months. This purchase volume represents approximately $96.10M in transactions.

Which WisdomTree U.S. High Yield Corporate Bond Fund major shareholders have been selling company stock?

Of the 25 institutional investors that sold WisdomTree U.S. High Yield Corporate Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($623.65K), CWM LLC ($136.60K), LPL Financial LLC ($129.21K), McNaughton Wealth Management LLC ($52.95K), Flow Traders U.S. LLC ($43.97K), IFP Advisors Inc ($24.19K), and Collaborative Wealth Managment Inc. ($10.29K).

How much institutional selling is happening at WisdomTree U.S. High Yield Corporate Bond Fund?

Institutional investors have sold a total of 1,071,256 shares in the last 24 months. This volume of shares sold represents approximately $46.53M in transactions.


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This page (BATS:WFHY) was last updated on 4/24/2024 by MarketBeat.com Staff

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