Free Trial
→ Elon Tax Shock? (From Altimetry) (Ad) Buy WFHY Stock  Free WFHY Stock Alerts

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

WisdomTree U.S. High Yield Corporate Bond Fund logo
$45.05 -0.04 (-0.10%)
As of 03/28/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$18.74M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.32M
Get WFHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. High Yield Corporate Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WFHY Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024 JPMorgan Chase & Co.53,650$2.48M0.0%-6.0%1.073%
11/15/2024 MML Investors Services LLC15,325$708K0.0%-38.8%0.307%
11/15/2024 Jane Street Group LLC52,538$2.43M0.0%+62.8%1.051%
11/13/2024 Acorn Wealth Advisors LLC4,446$205K0.1%N/A0.089%
11/8/2024 Avior Wealth Management LLC2,340$108K0.0%-51.0%0.047%
11/1/2024 Atria Investments Inc44,185$2.04M0.0%+16.5%0.884%
10/28/2024 Goldstone Financial Group LLC65,856$3.04M0.5%N/A1.317%
10/23/2024 Team Financial Group LLC11,768$544K0.3%+7.7%0.235%
10/22/2024 Private Advisor Group LLC52,870$2.44M0.0%-7.4%1.057%
10/22/2024 Leo Wealth LLC163,573$7.56M0.7%+5.0%3.271%
10/22/2024 My Legacy Advisors LLC6,570$303K0.1%-58.3%0.131%
10/15/2024 Oxinas Partners Wealth Management LLC16,805$776K0.5%+9.0%0.336%
10/15/2024 NBC Securities Inc.17,942$828K0.1%+29.5%0.359%
10/8/2024 CWM LLC1,626,803$75.14M0.3%-1.4%32.536%
8/22/2024 Cetera Investment Advisers153,125$6.83M0.0%-0.5%3.063%
8/16/2024 NewEdge Advisors LLC43,999$1.96M0.0%N/A0.880%
8/14/2024 Team Financial Group LLC10,922$487K0.3%+3.6%0.218%
8/9/2024 Collaborative Wealth Managment Inc.82,320$3.67M1.8%-31.9%1.646%
8/8/2024 American Financial & Tax Strategies Inc.101,296$4.52M2.4%+6.7%2.026%
8/8/2024 Envestnet Asset Management Inc.56,605$2.52M0.0%-10.6%1.132%
8/5/2024 Private Advisor Group LLC57,067$2.55M0.0%-0.5%1.141%
8/2/2024 Oxinas Partners Wealth Management LLC15,423$688K0.5%+48.2%0.308%
7/30/2024 International Assets Investment Management LLC1,371$61K0.0%N/A0.027%
7/24/2024 My Legacy Advisors LLC15,764$703K0.2%N/A0.315%
7/23/2024 NewSquare Capital LLC13,502$602K0.1%+2.7%0.270%
7/16/2024 Insight Advisors LLC PA19,815$884K0.2%+114.3%0.396%
7/15/2024 RFG Advisory LLC11,686$521K0.0%+4.4%0.234%
7/10/2024 CWM LLC1,649,549$73.57M0.3%-5.0%32.991%
5/24/2024 Cetera Investment Advisers153,863$6.97M0.0%N/A3.077%
5/21/2024 Atria Investments Inc41,164$1.87M0.0%-12.4%0.823%
5/10/2024 Osaic Holdings Inc.227,119$10.30M0.0%+0.9%4.542%
5/9/2024 Leo Wealth LLC151,294$6.84M0.7%+6.9%3.026%
5/7/2024 Insight Advisors LLC PA9,247$419K0.1%N/A0.185%
5/4/2024 Geneos Wealth Management Inc.8,900$403K0.0%-9.4%0.178%
4/30/2024 Private Advisor Group LLC57,372$2.60M0.0%-36.0%1.147%
4/23/2024KLR 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%
4/17/2024 Trilogy 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%
Claim Your FREE Protection Guide (Ad)

In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code... And since then, "in the know" patriots have quietly used this same "Trump loophole" to shield their life savings from the economic chaos. But with Trump now forcefully bringing back millions of manufacturing jobs from Mexico, China, and the entire BRICS anti-dollar coalition...

Click Here to Claim Your FREE Trump 100-Day Strategy Guide Now →
3/14/2024 Leo Wealth LLC141,496$6.41M0.7%N/A3.011%
2/13/2024Cetera Advisor Networks LLC118,717$5.39M0.0%-1.9%2.526%
2/8/2024KLR 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%
2/7/2024 Collaborative Wealth Managment Inc.125,496$5.70M3.1%-3.6%2.670%
2/7/2024 Acorn Wealth Advisors LLC4,500$204K0.1%N/A0.096%
2/6/2024 Private Advisor Group LLC89,579$4.07M0.0%+4.7%1.906%
2/5/2024 Mach 1 Financial Group LLC5,761$262K0.1%+18.6%0.123%
2/1/2024 Millington Financial Advisors LLC22,150$1.01M0.8%-13.6%0.471%
2/1/2024 NewSquare Capital LLC7,910$359K0.0%+10.7%0.168%
2/1/2024 CWM LLC1,729,637$78.56M0.4%-7.3%36.801%
1/26/2024 Geneos 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%
1/18/2024 Trinity Wealth Management LLC4,552$207K0.1%-23.7%0.097%
1/16/2024Raymond James & Associates23,532$1.07M0.0%+4.3%0.501%
1/12/2024 Melone Private Wealth LLC14,828$674K0.4%+13.0%0.315%
1/12/2024 My Legacy Advisors LLC19,712$895K0.3%+3.2%0.419%
1/12/2024 Trilogy 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%
11/16/2023 Maripau Wealth Management LLC5,061$219K0.2%-4.5%0.108%
11/13/2023 LPL Financial LLC145,373$6.28M0.0%-14.7%3.093%
11/13/2023 Envestnet Asset Management Inc.78,561$3.39M0.0%+10.5%1.672%
11/13/2023 Kestra Advisory Services LLC11,122$480K0.0%+5.2%0.237%
11/9/2023 Collaborative Wealth Managment Inc.130,146$5.62M3.4%-4.2%2.769%
11/8/2023KLR Investment Advisors LLC23,258$1.04M0.9%-3.2%0.495%
11/7/2023 Atria Investments Inc27,488$1.19M0.0%+19.3%0.585%
11/4/2023 NBC Securities Inc.5,520$238K0.0%N/A0.117%
11/3/2023 Private 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%
10/24/2023Raymond James Financial Services Advisors Inc.5,708$247K0.0%+20.7%0.121%
10/24/2023Raymond James & Associates22,558$974K0.0%N/A0.480%
10/17/2023 Mach 1 Financial Group LLC4,857$210K0.1%-10.6%0.103%
10/16/2023 Trilogy Capital Inc.26,631$1.15M0.1%+24.1%0.567%
10/16/2023 RFG Advisory LLC21,972$949K0.0%+3.2%0.467%
10/11/2023 Geneos 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%
8/11/2023 Kestra Advisory Services LLC10,575$467K0.0%+13.4%0.225%
8/10/2023 Osaic Holdings Inc.223,862$9.89M0.0%+33.4%4.763%
8/10/2023 Private 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%
8/8/2023 Geneos 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%
8/8/2023 Millington Financial Advisors LLC25,827$1.14M1.0%-5.1%0.550%
8/4/2023 Envestnet Asset Management Inc.71,117$3.14M0.0%+10.3%1.513%
8/4/2023 Atria Investments Inc23,050$1.02M0.0%N/A0.490%
8/4/2023 IFP Advisors Inc4,469$220K0.0%-47.7%0.095%
Claim Your FREE Protection Guide (Ad)

In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code... And since then, "in the know" patriots have quietly used this same "Trump loophole" to shield their life savings from the economic chaos. But with Trump now forcefully bringing back millions of manufacturing jobs from Mexico, China, and the entire BRICS anti-dollar coalition...

Click Here to Claim Your FREE Trump 100-Day Strategy Guide Now →
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%
7/31/2023 LPL Financial LLC170,444$7.53M0.0%-10.4%3.626%
7/28/2023 Lion Street Advisors LLC9,964$521K0.2%+33.4%0.212%
7/28/2023 Mach 1 Financial Group LLC5,434$240K0.1%N/A0.116%
7/26/2023 Creative Financial Designs Inc. ADV878$39K0.0%+259.8%0.019%
7/25/2023Raymond 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%
7/24/2023 Trilogy Capital Inc.21,466$959K0.1%+166.1%0.457%
7/14/2023 My Legacy Advisors LLC19,110$856K0.3%+7.8%0.407%
(Data available from 1/1/2016 forward)

Remove Ads

WFHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFHY shares?

During the previous two years, 51 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($75.14M), Osaic Holdings Inc. ($10.30M), Leo Wealth LLC ($7.56M), Cetera Investment Advisers ($6.83M), LPL Financial LLC ($6.28M), Leo Brokerage LLC ($5.42M), and Cetera Advisor Networks LLC ($5.39M).Learn more on WFHY's institutional investors.

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

Of the 43 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 ($618.33K), Leo Wealth LLC ($159.11K), Cetera Investment Advisers ($153.86K), International Assets Investment Management LLC ($125.61K), Leo Brokerage LLC ($122.96K), Private Advisor Group LLC ($89.58K), and Goldstone Financial Group LLC ($65.86K).

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

Institutional investors have bought a total of 1,844,546 shares in the last 24 months. This purchase volume represents approximately $82.68M 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: CWM LLC ($245.59K), LPL Financial LLC ($67.25K), McNaughton Wealth Management LLC ($52.95K), Collaborative Wealth Managment Inc. ($48.93K), Private Advisor Group LLC ($36.71K), IFP Advisors Inc ($15.67K), and MML Investors Services LLC ($9.72K).

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

Institutional investors have sold a total of 530,483 shares in the last 24 months. This volume of shares sold represents approximately $23.79M in transactions.


Related Companies

This page (BATS:WFHY) was last updated on 3/30/2025 by MarketBeat.com Staff
From Our Partners
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
The Dirty Secret About Gold Mining Stocks...
Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy sharehold...
Golden Portfolio | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Wall Street’s “AI Oracle” Reveals Next Big Tech Play
A tiny American tech company could be at the center of the next big AI breakthrough. Wall Street's "AI Orac...
InvestorPlace | Sponsored
Elon’s ‘Strike Squad’ sends these 9 stocks soaring?
Elon Musk's DOGE 'strike squad' just revealed it's speeding up the rollout of a radical technology across the ...
Altimetry | Sponsored
Doomed: These 50 Stocks Will Die Under Trump’s MAGA policies.
Remember Kodak? Sears? Circuit City? They all failed to adapt to the changing times. Now, history is abo...
Banyan Hill Publishing | Sponsored
Man Who Predicted 2008 Crash: “Move your money out of stocks TODAY”
Could the recent tech sell-off indicate a looming market crash? Nvidia dropped 30% from its high... Pala...
Behind the Markets | Sponsored