Free Trial
→ This Bull Market Indicator called NVDA at $116 (From WealthPress) (Ad) Free WFHY Stock Alerts

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

WisdomTree U.S. High Yield Corporate Bond Fund logo
$45.76 -0.04 (-0.09%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$32.44M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.95M
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

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
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%
7/15/2024RFG 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%
4/11/2024RFG Advisory LLC11,189$507K0.0%N/A0.238%
4/5/2024 NBC Securities Inc.12,987$588K0.1%+32.9%0.276%
3/14/2024 Leo Wealth LLC141,496$6.41M0.7%N/A3.011%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

Claim your FREE 2024 Gold Guide
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%
1/18/2024Trinity 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%
10/16/2023RFG 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%
8/4/2023IFP Advisors Inc4,469$220K0.0%-47.7%0.095%
8/3/2023 CWM LLC1,826,685$80.65M0.5%+4.4%38.866%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

Claim your FREE 2024 Gold Guide
8/3/2023RFG 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%
7/14/2023 Oxinas Partners Wealth Management LLC11,539$509K0.3%N/A0.246%
(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, 55 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 50 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 ($637.79K), Leo Wealth LLC ($159.11K), Cetera Investment Advisers ($153.86K), International Assets Investment Management LLC ($125.61K), Leo Brokerage LLC ($122.96K), LPL Financial LLC ($92.96K), and Private Advisor Group LLC ($90.13K).

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

Institutional investors have bought a total of 2,065,431 shares in the last 24 months. This purchase volume represents approximately $92.38M in transactions.

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

Of the 26 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 ($24.19K), 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 537,527 shares in the last 24 months. This volume of shares sold represents approximately $24.09M in transactions.


Related Companies

This page (BATS:WFHY) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored
But another coin could soar even higher …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin co...
Weiss Ratings | Sponsored