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

$45.72 +0.15 (+0.33%)
As of 01/21/2025 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)
9
Total
Institutional Inflows
(last 12 months)
$7.42M
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
1/17/2025 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, 9 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were Goldstone Financial Group LLC ($3.84M), Oxinas Partners Wealth Management LLC ($809K), Melone Private Wealth LLC ($675K), Team Financial Group LLC ($585K), RFG Advisory LLC ($537K), Geneos Wealth Management Inc. ($357K), and My Legacy Advisors LLC ($292K).Learn more on QHY's institutional investors.

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

Of the 9 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: Goldstone Financial Group LLC ($85.17K), Oxinas Partners Wealth Management LLC ($17.92K), Melone Private Wealth LLC ($14.95K), Team Financial Group LLC ($12.97K), RFG Advisory LLC ($11.89K), Geneos Wealth Management Inc. ($7.90K), and My Legacy Advisors LLC ($6.43K).

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

Institutional investors have bought a total of 164,443 shares in the last 24 months. This purchase volume represents approximately $7.42M in transactions.



This page (NYSEARCA:QHY) was last updated on 1/22/2025 by MarketBeat.com Staff
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