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

$44.98 -0.07 (-0.16%)
As of 04/25/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$94.55M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$569.18K
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QHY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 Creative Financial Designs Inc. ADV1,789$81K0.0%-19.8%0.042%
4/23/2025 Team Financial Group LLC10,412$470K0.3%-19.7%0.242%
4/21/2025 ORG Partners LLC1,149$52K0.0%N/A0.025%
4/18/2025 Lion Street Advisors LLC5,130$231K0.1%-31.8%0.112%
4/17/2025 Howard 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%
4/16/2025 Defined Financial Planning LLC36,070$1.63M1.7%+12.6%0.784%
4/14/2025 Farther Finance Advisors LLC10,170$460K0.0%+1,004.2%0.221%
4/14/2025 Millington Financial Advisors LLC32,588$1.43M0.9%+12.6%0.708%
4/11/2025 Oxinas Partners Wealth Management LLC18,602$839K0.5%+3.8%0.404%
4/11/2025 Insight Advisors LLC PA37,998$1.71M0.3%+17.8%0.826%
4/9/2025 RFG 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%
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%
2/13/2025 Defined 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%
2/10/2025 Creative 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%
2/10/2025 Farther 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%
2/6/2025 NewSquare Capital LLC15,449$697K0.1%N/A0.000%
2/5/2025Smartleaf Asset Management LLC34,392$1.55M0.2%N/A0.000%
2/4/2025 Millington Financial Advisors LLC28,942$1.31M0.8%N/A0.000%
2/4/2025 Cherry Tree Wealth Management LLC624$28K0.0%N/A0.000%
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2/3/2025Private Advisor Group LLC55,296$2.50M0.0%N/A0.000%
1/31/2025 5T Wealth LLC8,236$372K0.2%N/A0.000%
1/29/2025 Howard Bailey Securities LLC47,832$2.16M0.8%N/A0.000%
1/28/2025Leo Wealth LLC169,179$7.64M0.7%N/A0.000%
1/27/2025 Insight Advisors LLC PA32,256$1.46M0.2%N/A0.000%
1/27/2025 Lion Street Advisors LLC7,522$339K0.1%N/A0.000%
1/21/2025Geneos Wealth Management Inc.7,900$357K0.0%N/A0.000%
1/21/2025 RFG Advisory LLC11,892$537K0.0%N/A0.000%
1/21/2025 Team Financial Group LLC12,968$585K0.3%N/A0.000%
1/17/2025 Avior Wealth Management LLC2,337$105K0.0%N/A0.000%
1/17/2025 Oxinas Partners Wealth Management LLC17,922$809K0.5%N/A0.000%
1/16/2025 My Legacy Advisors LLC6,425$292K0.1%N/A0.000%
1/15/2025 Goldstone Financial Group LLC85,167$3.84M0.6%N/A0.000%
1/14/2025 Park 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, 43 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were Bank of America Corp DE ($29.58M), Invenio Wealth Partners LLC ($8.45M), Cetera Investment Advisers ($7.68M), Leo Wealth LLC ($7.64M), LPL Financial LLC ($4.78M), Goldstone Financial Group LLC ($3.89M), and Collaborative Wealth Managment Inc. ($3.26M).Learn more on QHY's institutional investors.

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

Of the 42 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: Bank of America Corp DE ($655.44K), Invenio Wealth Partners LLC ($187.16K), Cetera Investment Advisers ($170.15K), Leo Wealth LLC ($169.18K), LPL Financial LLC ($105.80K), Goldstone Financial Group LLC ($86.17K), and Collaborative Wealth Managment Inc. ($72.17K).

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

Institutional investors have bought a total of 2,094,600 shares in the last 24 months. This purchase volume represents approximately $94.55M in transactions.

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

The following institutional investors have sold WisdomTree U.S. High Yield Corporate Bond Fund stock in the last 24 months: Howard Bailey Securities LLC ($6.24K), Team Financial Group LLC ($2.56K), Lion Street Advisors LLC ($2.39K), RFG Advisory LLC ($648.00), Creative Financial Designs Inc. ADV ($442.00), and REAP Financial Group LLC ($346.00).

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

Institutional investors have sold a total of 12,620 shares in the last 24 months. This volume of shares sold represents approximately $569.18K in transactions.



This page (NYSEARCA:QHY) was last updated on 4/27/2025 by MarketBeat.com Staff
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