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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
   BANK OF AMERICA CORP /DE/ 1668 - 2024-03-31 622,264 $28,195,000 -97,863
   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
   Collaborative Wealth Managment Inc. 9 - 2024-03-31 120,967 $5,481,000 -4,529
   BFT FINANCIAL GROUP LLC 27 - 2023-06-30 122,960 $5,415,000 15,815
   MORGAN STANLEY 3954 - 2024-03-31 92,248 $4,180,000 -25,551
   Trilogy Capital Inc. 94 - 2024-03-31 68,432 $3,101,000 28,161
   ENVESTNET ASSET MANAGEMENT INC 2338 - 2024-03-31 63,327 $2,869,000 -41,018
   Private Advisor Group LLC 685 - 2024-03-31 57,372 $2,599,000 -32,207
   J P MORGAN CHASE & CO 2842 - 2024-03-31 56,018 $2,538,000 2,892
   ATRIA INVESTMENTS LLC 573 - 2023-12-31 46,991 $2,134,000 19,503
   Truadvice LLC 50 - 2023-09-30 33,477 $1,449,000 26,288
   Smartleaf Asset Management LLC 72 - 2024-03-31 31,289 $1,425,000 -11,267
   MML INVESTORS SERVICES LLC 1267 - 2024-03-31 28,189 $1,277,000 -8,396
   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
   KLR INVESTMENT ADVISORS LLC 36 - 2024-03-31 19,724 $879,000 -3,293
   Kestra Advisory Services LLC 1455 - 2024-03-31 15,176 $688,000 -28,268
   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
   Oxinas Partners Wealth Management LLC 70 - 2024-03-31 10,409 $472,000 -2,155
   Insight Advisors LLC/ PA 182 *New 2024-03-31 9,247 $419,000 9,247
   Geneos Wealth Management Inc. 549 - 2024-03-31 8,900 $403,000 -925
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2698 - 2024-03-31 8,239 $373,000 2,452
   Lion Street Advisors LLC 160 - 2024-03-31 7,490 $340,000 0
   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
   Acorn Wealth Advisors LLC 195 - 2024-03-31 4,446 $201,000 -54
   IFP Advisors Inc 1008 - 2023-12-31 3,658 $166,000 -879
   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
   HARBOUR INVESTMENTS INC. 1221 *New 2023-12-31 1,775 $81,000 1,775
   Farther Finance Advisors LLC 1243 - 2024-03-31 921 $42,000 0
   Cherry Tree Wealth Management LLC 286 - 2024-03-31 624 $28,000 0
   ICA Group Wealth Management LLC 772 - 2024-03-31 425 $19,000 0
   Frazier Financial Advisors LLC 340 - 2024-03-31 305 $14,000 0
   TUCKER ASSET MANAGEMENT LLC 601 - 2023-12-31 107 $5,000 0
   Spire Wealth Management 1950 - 2024-03-31 109 $5,000 0
   Financial Gravity Wealth Inc. 606 - 2024-03-31 109 $5,000 -1,962
   Key Financial Inc 994 - 2024-03-31 84 $4,000 0
   Covestor Ltd 1802 - 2024-03-31 73 $3,000 -24
   Global Retirement Partners LLC 2957 - 2024-03-31 25 $1,000 2
   Trinity Wealth Management LLC 47 *Closed 2024-03-31 0 $0 -4,552
   RWM Asset Management LLC 160 *Closed 2024-03-31 0 $0 -4,513
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5740 *Closed 2024-03-31 0 $0 -9,092
   PROEQUITIES INC. 4963 - 2024-03-31 0 $0 0
   FMR LLC 5156 *Closed 2024-03-31 0 $0 -2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3326 *Closed 2024-03-31 0 $0 -462
   Concord Wealth Partners 862 *Closed 2024-03-31 0 $0 -382
   AE Wealth Management LLC 1677 *Closed 2024-03-31 0 $0 -64,523
   JANE STREET GROUP LLC 5950 *Closed 2024-03-31 0 $0 -43,203
   WELLS FARGO & CO/MN 6784 - 2024-03-31 1 $0 -71
   AdvisorNet Financial Inc 2468 *Closed 2024-03-31 0 $0 -69
  63 Records found
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