Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free QHY Stock Alerts

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

$45.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$41.79M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.40M
Get QHY 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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QHY Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/26/2026WealthPoint Financial LLC10,799$492K0.4%+10.1%0.251%
5/19/2026Western Wealth Management LLC1,566$71K0.0%N/A0.036%
5/19/2026Bank of America Corp DE1,165,892$53.10M0.0%+63.8%27.114%
5/18/2026Royal Bank of Canada4,550$207K0.0%+361.0%0.106%
5/15/2026Gateway Wealth Partners LLC7,990$364K0.0%N/A0.186%
5/13/2026Cetera Investment Advisers203,070$9.25M0.0%+2.8%4.723%
5/12/2026Insight Advisors LLC PA11,867$540K0.1%-73.8%0.276%
5/5/2026Collaborative Wealth Managment Inc.8,995$410K0.2%-84.2%0.209%
5/5/2026Geneos Wealth Management Inc.7,530$343K0.0%-3.8%0.175%
5/4/2026Team Financial Group LLC9,930$452K0.2%+2.4%0.231%
4/30/2026Kestra Advisory Services LLC42,428$1.93M0.0%+244.6%0.987%
4/29/2026WealthPLAN Partners LLC13,583$619K0.1%+124.3%0.316%
4/27/2026Private Advisor Group LLC75,456$3.44M0.0%+15.5%1.755%
3/12/2026Vericrest Private Wealth18,185$845K0.8%N/A0.404%
3/4/2026SHP Wealth Management3,365$156K0.0%N/A0.075%
3/3/2026EJMK Ventures LLC7,796$362K0.2%N/A0.173%
2/24/2026Barnes Wealth Management Group Inc32,644$1.52M0.8%-0.9%0.725%
2/19/2026WealthPoint Financial LLC9,809$456K0.4%N/A0.218%
2/18/2026Mercer Global Advisors Inc. ADV5,323$247K0.0%N/A0.118%
2/18/2026Vines Capital Management LLC11,526$535K0.5%N/A0.256%
2/17/2026AQR Capital Management LLC8,105$376K0.0%-18.6%0.180%
2/17/2026Cetera Investment Advisers197,600$9.18M0.0%-0.2%4.391%
2/17/2026Osaic Holdings Inc.19,715$916K0.0%-3.1%0.438%
2/17/2026Private Advisor Group LLC65,337$3.03M0.0%+8.0%1.452%
2/17/2026Royal Bank of Canada987$46K0.0%-39.7%0.022%
2/16/2026Mariner LLC30,927$1.44M0.0%N/A0.687%
2/13/2026Kestra Advisory Services LLC12,314$572K0.0%+74.5%0.274%
2/13/2026Smartleaf Asset Management LLC39,330$1.83M0.1%+6.3%0.874%
2/12/2026Commonwealth Equity Services LLC22,242$1.03M0.0%+17.1%0.494%
2/12/2026WealthPLAN Partners LLC6,056$281K0.0%N/A0.135%
2/11/2026Insight Advisors LLC PA45,215$2.10M0.3%+9.7%1.005%
2/11/2026Howard Bailey Securities LLC5,028$234K0.1%-87.9%0.112%
2/11/2026LPL Financial LLC115,143$5.35M0.0%+11.0%2.559%
2/10/2026Evolution Wealth Management Inc.1,889$88K0.1%-33.2%0.042%
2/9/2026Millington Financial Advisors LLC31,828$1.48M0.7%-12.0%0.707%
2/9/2026Integrity Alliance LLC.4,410$205K0.0%N/A0.098%
2/9/2026Collaborative Wealth Managment Inc.57,052$2.65M0.9%-5.7%1.268%
2/9/2026Harbour Investments Inc.6,627$308K0.0%+13.6%0.147%
2/6/2026Mach 1 Financial Group LLC5,752$267K0.1%N/A0.128%
2/5/2026WealthPlan Investment Management LLC56,584$2.63M0.2%N/A1.257%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/3/2026International Assets Investment Management LLC701$33K0.0%N/A0.016%
2/3/2026RFG Advisory LLC11,873$551K0.0%+2.7%0.264%
1/29/2026Concurrent Investment Advisors LLC6,779$315K0.0%+6.7%0.151%
1/26/2026Oxinas Partners LLC20,491$952K0.5%+3.6%0.455%
1/26/2026CWM LLC1,647,308$76.50M0.2%+0.3%36.607%
1/21/2026Leo Wealth LLC5,577$259K0.0%N/A0.124%
1/13/2026Team Financial Group LLC9,695$450K0.2%-10.0%0.220%
1/1/2026JPMorgan Chase & Co.27,778$1.29M0.0%-13.0%0.631%
11/17/2025NewEdge Advisors LLC7,328$341K0.0%-6.4%0.167%
11/17/2025Flow Traders U.S. LLC5,990$279K0.0%-15.0%0.136%
11/17/2025Bank of America Corp DE675,802$31.46M0.0%+1.7%15.359%
11/14/2025Raymond James Financial Inc.20,057$934K0.0%-11.0%0.456%
11/14/2025Barnes Wealth Management Group Inc32,953$1.53M0.8%+6.4%0.749%
11/13/2025Private Advisor Group LLC60,476$2.82M0.0%+3.2%1.374%
11/12/2025NewSquare Capital LLC16,242$756K0.1%+5.7%0.369%
11/10/2025Insight Advisors LLC PA41,224$1.92M0.3%+2.0%0.937%
11/10/2025Vestmark Advisory Solutions Inc.32,855$1.53M0.0%-40.3%0.747%
11/10/2025Lion Street Advisors LLC9,964$464K0.1%N/A0.226%
11/7/2025Collaborative Wealth Managment Inc.60,479$2.82M1.1%-5.6%1.375%
11/7/2025JPMorgan Chase & Co.27,778$1.29M0.0%-13.0%0.631%
11/6/2025Oxinas Partners Wealth Management LLC19,778$921K0.5%+3.2%0.450%
11/6/2025Atria Investments Inc56,550$2.63M0.0%+8.0%1.285%
11/5/2025Smartleaf Asset Management LLC36,996$1.72M0.1%+3.2%0.841%
11/4/2025Howard Bailey Securities LLC41,623$1.94M0.7%+1.2%0.946%
10/31/2025Frazier Financial Advisors LLC1,533$71K0.0%+386.7%0.035%
10/30/2025Millington Financial Advisors LLC36,154$1.68M0.8%+5.1%0.822%
10/27/2025Concurrent Investment Advisors LLC6,356$296K0.0%-17.1%0.144%
10/20/2025Miracle Mile Advisors LLC8,326$388K0.0%+52.0%0.189%
10/17/2025Goldstone Financial Group LLC91,121$4.24M0.5%+4.4%2.071%
10/15/2025CWM LLC1,642,706$76.47M0.2%+2.8%37.334%
10/15/2025Defined Financial Planning LLC35,259$1.64M1.4%+11.2%0.801%
10/14/2025Farther Finance Advisors LLC3,271$152K0.0%-49.4%0.074%
10/7/2025Team Financial Group LLC10,774$502K0.2%-4.4%0.245%
8/29/2025Evolution Wealth Management Inc.2,982$137K0.2%N/A0.069%
8/27/2025Barnes Wealth Management Group Inc30,964$1.43M0.8%+5.3%0.720%
8/15/2025Smartleaf Asset Management LLC35,856$1.65M0.1%+2.1%0.834%
8/15/2025EP Wealth Advisors LLC2,255$104K0.0%N/A0.052%
8/15/2025Bank of America Corp DE664,228$30.62M0.0%+2.1%15.447%
8/14/2025Jane Street Group LLC28,080$1.29M0.0%-66.9%0.653%
8/14/2025Raymond James Financial Inc.22,534$1.04M0.0%+51.5%0.524%
8/14/2025NewEdge Advisors LLC7,830$361K0.0%-36.1%0.182%
8/13/2025Flow Traders U.S. LLC7,048$325K0.0%+16.5%0.164%
8/13/2025Millington Financial Advisors LLC34,408$1.59M0.8%+5.6%0.800%
8/12/2025JPMorgan Chase & Co.31,940$1.47M0.0%-26.9%0.743%
8/8/2025Collaborative Wealth Managment Inc.64,069$2.95M1.3%-6.5%1.490%
8/8/2025Cetera Investment Advisers189,207$8.72M0.0%+7.4%4.400%
8/6/2025Vestmark Advisory Solutions Inc.55,066$2.54M0.0%+149.0%1.281%
8/4/2025Atria Investments Inc52,347$2.41M0.0%-5.3%1.217%
8/1/2025Envestnet Asset Management Inc.19,736$910K0.0%-12.5%0.459%
7/30/2025Insight Advisors LLC PA40,423$1.86M0.3%+6.4%0.940%
The chipmaker 148 times smaller than NVIDIA supplying Musk (Ad)

According to Yahoo Finance, Elon Musk's latest project could 'upend another industry just as he did with cars and rockets.' Tech investor Jeff Brown - a former senior executive at Qualcomm, Juniper Networks, and NXP Semiconductors - says one tiny chipmaker, 148 times smaller than NVIDIA, is set to supply Musk with 5 billion chips over the next two years. Early investors in Tesla and SpaceX saw life-changing returns. Brown believes this overlooked chipmaker could offer a similar opportunity, with entry points currently around $50.tc pixel

Click here to see Jeff Brown's full breakdown of this chipmaker
7/28/2025Harbour Investments Inc.4,661$215K0.0%+11.9%0.108%
7/28/2025RFG Advisory LLC11,507$530K0.0%+2.3%0.268%
7/25/2025CWM LLC1,597,815$73.66M0.3%-1.5%37.158%
7/25/2025Concurrent Investment Advisors LLC7,663$353K0.0%+20.3%0.178%
7/24/2025Leo Wealth LLC7,163$330K0.0%N/A0.167%
7/23/2025Defined Financial Planning LLC31,710$1.46M1.3%-12.1%0.737%
7/16/2025ORG Partners LLC1,740$80K0.0%+51.4%0.040%
7/15/2025Oxinas Partners Wealth Management LLC19,159$883K0.5%+3.0%0.446%
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%


QHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($76.50M), Bank of America Corp DE ($53.10M), Cetera Investment Advisers ($9.25M), Invenio Wealth Partners LLC ($8.45M), LPL Financial LLC ($5.35M), Goldstone Financial Group LLC ($4.24M), and Private Advisor Group LLC ($3.44M).Learn more on WisdomTree U.S. High Yield Corporate Bond Fund's institutional investors.

Of the 67 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 ($1.14M), Cetera Investment Advisers ($194.68K), Invenio Wealth Partners LLC ($187.16K), Leo Wealth LLC ($181.92K), LPL Financial LLC ($117.21K), Goldstone Financial Group LLC ($91.12K), and Jane Street Group LLC ($84.77K).

Institutional investors have bought a total of 910,357 shares in the last 24 months. This purchase volume represents approximately $41.79M in transactions.

Of the 26 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: Collaborative Wealth Managment Inc. ($59.54K), Jane Street Group LLC ($56.69K), Howard Bailey Securities LLC ($36.60K), Insight Advisors LLC PA ($33.35K), CWM LLC ($24.03K), Vestmark Advisory Solutions Inc. ($22.21K), and JPMorgan Chase & Co. ($20.06K).

Institutional investors have sold a total of 291,046 shares in the last 24 months. This volume of shares sold represents approximately $13.40M in transactions.


Related Companies

This page (BATS:QHY) was last updated on 7/4/2026 by MarketBeat.com Staff.
From Our Partners
Goldman Sachs: 300 million jobs will disappear
Goldman Sachs predicts 300 million jobs will disappear - and Elon Musk's 'Project Apex' AI supercomputer is ac...
InvestorPlace | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
World’s Largest Investors Are Moving Their Money (Not Into AI)
While headlines focus on the next AI IPO, the world's largest investors are moving capital into one asset at t...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
“By July 30, Elon Musk’s Prophecy Will Fulfill Itself”
Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI...
Brownstone Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel