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Get Institutions for : 
Wisdomtree Us High Yield Corporate Bond Fund (WFHY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    0
Total shares held : 
4,067,745  
% of shares held : 
21.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
-166,230  
% of shares held change : 
  -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 20,895
 0.51%
 
Increased Positions :
22
 221,969
 5.46%
 
Unchanged Positions :
8
 46,131
 1.13%
 
Decreased Positions :
16
-354,375
-8.71%
 
Closed Positions :
8
-54,719
-1.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CWM LLC 46 - 2024-03-31 1,735,785 $78,648,000 6,148
   Advisor Group Holdings Inc. 674 - 2024-03-31 227,119 $10,296,000 2,016
   INVENIO WEALTH PARTNERS LLC 8 - 2024-03-31 153,059 $6,935,000 24,117
   FINANCIAL NETWORK 501 - 2024-03-31 151,351 $6,858,000 32,634
   Leo Wealth LLC 29 - 2024-03-31 151,294 $6,838,000 9,798
   LPL FINANCIAL CORP 1587 - 2024-03-31 143,487 $6,501,000 21,191
   BFT FINANCIAL GROUP LLC 27 - 2023-06-30 122,960 $5,415,000 15,815
   Trilogy Capital Inc. 94 - 2024-03-31 68,432 $3,101,000 28,161
   J P MORGAN CHASE & CO 2842 - 2024-03-31 56,018 $2,538,000 2,892
   Truadvice LLC 50 - 2023-09-30 33,477 $1,449,000 26,288
   RAYMOND JAMES & ASSOCIATES 2516 - 2024-03-31 24,132 $1,093,000 600
   Millington Financial Advisors LLC 40 - 2024-03-31 22,820 $1,034,000 670
   My Legacy Advisors LLC 94 - 2023-12-31 19,712 $895,000 604
   Melone Private Wealth LLC 33 - 2024-03-31 15,105 $684,000 277
   CFG ASSET MANAGEMENT LLC 138 - 2024-03-31 13,145 $596,000 5,235
   NBC SECURITIES INC. 386 - 2024-03-31 12,987 $588,000 3,216
   RFG Advisory Group LLC 496 - 2024-03-31 11,189 $507,000 11,189
   Team Financial Group LLC 21 - 2024-03-31 10,546 $478,000 3,022
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2698 - 2024-03-31 8,239 $373,000 2,452
   Claro Advisors LLC 295 - 2024-03-31 7,372 $334,000 164
   Nelson Van Denburg & Campbell Wealth Management Gr 630 - 2024-03-31 5,776 $262,000 5,776
   Mach-1 Financial Group Inc. 51 - 2024-03-31 5,764 $261,000 3
   ROYAL BANK OF CANADA 4283 - 2024-03-31 3,609 $164,000 462
   UBS Group AG 5083 - 2024-03-31 2,010 $91,000 2,010
   CREATIVE FINANCIAL DESIGNS INC /ADV 588 - 2024-03-31 1,967 $89,000 499
   Global Retirement Partners LLC 2957 - 2024-03-31 25 $1,000 2

  26 Records found
  1    
  Page 1 of 1
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