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

$45.99 -0.09 (-0.20%)
As of 07/11/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$100.04M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.25M
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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
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%
7/8/2025 Melone Private Wealth LLC16,238$747K0.4%+7.7%0.378%
7/8/2025 Goldstone Financial Group LLC87,243$4.04M0.5%+1.2%2.029%
7/8/2025 NBC Securities Inc.19,074$879K0.1%-1.4%0.444%
5/19/2025Jane Street Group LLC84,773$3.82M0.0%+535.5%1.971%
5/16/2025NewEdge Advisors LLC12,263$553K0.0%-66.0%0.285%
5/14/2025Smartleaf Asset Management LLC35,111$1.58M0.2%+2.1%0.817%
5/14/2025Barnes Wealth Management Group Inc29,415$1.33M0.9%+9.0%0.684%
5/13/2025Vestmark Advisory Solutions Inc.22,111$997K0.0%N/A0.514%
5/8/2025Harbour Investments Inc.4,167$188K0.0%+14.6%0.097%
5/8/2025Collaborative Wealth Managment Inc.68,533$3.09M1.4%-5.0%1.594%
5/7/2025LPL Financial LLC103,636$4.67M0.0%-2.0%2.410%
5/6/2025Cetera Investment Advisers176,183$7.95M0.0%+3.5%4.097%
5/6/2025AE Wealth Management LLC1,920$87K0.0%-32.7%0.045%
5/5/2025Private Advisor Group LLC56,376$2.54M0.0%+2.0%1.311%
5/5/2025Transce3nd LLC856$39K0.0%-35.2%0.020%
5/1/2025CWM LLC1,621,849$73.14M0.3%+0.5%37.717%
4/29/2025Envestnet Asset Management Inc.22,565$1.02M0.0%-6.7%0.525%
4/29/2025Concurrent Investment Advisors LLC6,371$287K0.0%N/A0.148%
4/23/2025Creative Financial Designs Inc. ADV1,789$81K0.0%-19.8%0.042%
4/23/2025Team Financial Group LLC10,412$470K0.3%-19.7%0.242%
4/21/2025ORG Partners LLC1,149$52K0.0%N/A0.025%
4/18/2025Lion Street Advisors LLC5,130$231K0.1%-31.8%0.112%
4/17/2025Howard Bailey Securities LLC41,596$1.88M0.8%-13.0%0.904%
4/16/2025 Wealth Enhancement Advisory Services LLC6,298$284K0.0%N/A0.137%
4/16/2025 Goldstone Financial Group LLC86,173$3.89M0.6%+1.2%1.873%
4/16/2025Defined Financial Planning LLC36,070$1.63M1.7%+12.6%0.784%
4/14/2025Farther Finance Advisors LLC10,170$460K0.0%+1,004.2%0.221%
4/14/2025Millington Financial Advisors LLC32,588$1.43M0.9%+12.6%0.708%
4/11/2025Oxinas Partners Wealth Management LLC18,602$839K0.5%+3.8%0.404%
4/11/2025Insight Advisors LLC PA37,998$1.71M0.3%+17.8%0.826%
4/9/2025RFG Advisory LLC11,244$507K0.0%-5.4%0.244%
4/9/2025 NBC Securities Inc.19,351$872K0.1%+107,405.6%0.421%
2/27/2025REAP Financial Group LLC3,590$162K0.0%-8.8%0.076%
2/25/2025Armis Advisers LLC27,873$1.26M0.2%N/A0.000%
2/17/2025CoreCap Advisors LLC1,537$69K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers170,153$7.68M0.0%N/A0.000%
2/17/2025Bank of America Corp DE655,440$29.58M0.0%N/A0.000%
2/14/2025Jane Street Group LLC13,340$602K0.0%N/A0.000%
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2/14/2025Transce3nd LLC1,320$60K0.0%N/A0.000%
2/14/2025Mach 1 Financial Group LLC5,774$261K0.5%N/A0.000%
2/13/2025NewEdge Advisors LLC36,067$1.63M0.0%N/A0.000%
2/13/2025Defined Financial Planning LLC32,044$1.45M1.5%N/A0.000%
2/13/2025Mariner LLC7,040$318K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.15,930$719K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.24,193$1.09M0.0%N/A0.000%
2/12/2025Invenio Wealth Partners LLC187,163$8.45M3.5%N/A0.000%
2/12/2025JPMorgan Chase & Co.47,123$2.13M0.0%N/A0.000%
2/11/2025LPL Financial LLC105,801$4.78M0.0%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV2,231$101K0.0%N/A0.000%
2/10/2025Collaborative Wealth Managment Inc.72,171$3.26M1.5%N/A0.000%
2/10/2025Harbour Investments Inc.3,637$164K0.0%N/A0.000%
2/10/2025Farther Finance Advisors LLC921$42K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.15,930$719K0.0%N/A0.000%
2/6/2025Atria Investments Inc53,612$2.42M0.0%N/A0.000%
2/6/2025NewSquare Capital LLC15,449$697K0.1%N/A0.000%
2/5/2025Smartleaf Asset Management LLC34,392$1.55M0.2%N/A0.000%
2/4/2025Millington Financial Advisors LLC28,942$1.31M0.8%N/A0.000%
2/4/2025Cherry Tree Wealth Management LLC624$28K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC55,296$2.50M0.0%N/A0.000%
1/31/20255T Wealth LLC8,236$372K0.2%N/A0.000%
1/29/2025Howard Bailey Securities LLC47,832$2.16M0.8%N/A0.000%
1/28/2025Leo Wealth LLC169,179$7.64M0.7%N/A0.000%
1/27/2025Insight Advisors LLC PA32,256$1.46M0.2%N/A0.000%
1/27/2025Lion Street Advisors LLC7,522$339K0.1%N/A0.000%
1/21/2025Geneos Wealth Management Inc.7,900$357K0.0%N/A0.000%
1/21/2025RFG Advisory LLC11,892$537K0.0%N/A0.000%
1/21/2025Team Financial Group LLC12,968$585K0.3%N/A0.000%
1/17/2025Avior Wealth Management LLC2,337$105K0.0%N/A0.000%
1/17/2025Oxinas Partners Wealth Management LLC17,922$809K0.5%N/A0.000%
1/16/2025My Legacy Advisors LLC6,425$292K0.1%N/A0.000%
1/15/2025 Goldstone Financial Group LLC85,167$3.84M0.6%N/A0.000%
1/14/2025Park Avenue Securities LLC4,882$220K0.0%N/A0.000%
1/14/2025 Melone Private Wealth LLC14,950$675K0.3%N/A0.000%
(Data available from 1/1/2016 forward)

QHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QHY shares?

During the previous two years, 48 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($73.14M), Bank of America Corp DE ($29.58M), Invenio Wealth Partners LLC ($8.45M), Cetera Investment Advisers ($7.95M), Leo Wealth LLC ($7.64M), LPL Financial LLC ($4.67M), and Goldstone Financial Group LLC ($4.04M).Learn more on WisdomTree U.S. High Yield Corporate Bond Fund's institutional investors.

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

Of the 46 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 ($655.44K), Invenio Wealth Partners LLC ($187.16K), Cetera Investment Advisers ($176.18K), Leo Wealth LLC ($169.18K), LPL Financial LLC ($105.80K), Goldstone Financial Group LLC ($87.24K), and Jane Street Group LLC ($84.77K).

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

Institutional investors have bought a total of 2,216,268 shares in the last 24 months. This purchase volume represents approximately $100.04M in transactions.

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

Of the 15 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: NewEdge Advisors LLC ($23.80K), Howard Bailey Securities LLC ($6.24K), Farther Finance Advisors LLC ($3.71K), Collaborative Wealth Managment Inc. ($3.64K), Team Financial Group LLC ($2.56K), Lion Street Advisors LLC ($2.39K), and LPL Financial LLC ($2.17K).

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

Institutional investors have sold a total of 49,703 shares in the last 24 months. This volume of shares sold represents approximately $2.25M in transactions.


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This page (NYSEARCA:QHY) was last updated on 7/12/2025 by MarketBeat.com Staff
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