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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/ 1437 - 2023-12-31 720,127 $32,708,000 -103,739
   Advisor Group Holdings Inc. 794 - 2023-12-31 225,103 $10,229,000 -8,394
   Leo Wealth LLC 29 - 2023-12-31 141,496 $6,411,000 0
   INVENIO WEALTH PARTNERS LLC 7 - 2023-12-31 128,942 $5,857,000 15,617
   Collaborative Wealth Managment Inc. 6 - 2023-12-31 125,496 $5,700,000 -4,650
   LPL FINANCIAL CORP 1616 - 2023-12-31 122,296 $5,555,000 -23,077
   BFT FINANCIAL GROUP LLC 27 - 2023-06-30 122,960 $5,415,000 15,815
   FINANCIAL NETWORK 541 - 2023-12-31 118,717 $5,392,000 -2,345
   MORGAN STANLEY 3785 - 2023-12-31 117,799 $5,350,000 67,030
   ENVESTNET ASSET MANAGEMENT INC 1929 - 2023-12-31 104,345 $4,739,000 25,784
   Trilogy Capital Inc. 94 - 2024-03-31 68,432 $3,101,000 28,161
   AE Wealth Management LLC 767 - 2023-12-31 64,523 $2,919,000 1,889
   Private Advisor Group LLC - 2024-03-31 57,372 $2,599,000 -32,207
   J P MORGAN CHASE & CO 2860 - 2023-12-31 53,126 $2,413,000 30,302
   ATRIA INVESTMENTS LLC 573 - 2023-12-31 46,991 $2,134,000 19,503
   Kestra Advisory Services LLC 791 - 2023-12-31 43,444 $1,973,000 32,322
   JANE STREET GROUP LLC 2444 - 2023-12-31 43,203 $1,962,000 -65,728
   MML INVESTORS SERVICES LLC 1099 - 2023-12-31 36,585 $1,662,000 -2,818
   Financial Gravity Wealth Inc. 179 - 2023-12-31 2,071 $1,464,000 0
   Truadvice LLC 50 - 2023-09-30 33,477 $1,449,000 26,288
   Smartleaf Asset Management LLC - 2024-03-31 31,289 $1,425,000 -11,267
   RAYMOND JAMES & ASSOCIATES 2516 - 2024-03-31 24,132 $1,093,000 600
   Millington Financial Advisors LLC 38 - 2023-12-31 22,150 $1,006,000 -3,481
   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
   Melone Private Wealth LLC - 2024-03-31 15,105 $684,000 277
   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
   Oxinas Partners Wealth Management LLC 70 - 2024-03-31 10,409 $472,000 -2,155
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4012 *New 2023-12-31 9,092 $413,000 9,092
   Geneos Wealth Management Inc. - 2024-03-31 8,900 $403,000 -925
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2698 - 2024-03-31 8,239 $373,000 2,452
   CFG ASSET MANAGEMENT LLC 139 - 2023-12-31 7,910 $359,000 765
   Team Financial Group LLC 24 - 2023-12-31 7,524 $342,000 99
   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
   Mach-1 Financial Group Inc. 192 - 2023-12-31 5,761 $262,000 904
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 5,776 $262,000 5,776
   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 4714 - 2023-12-31 3,147 $143,000 1,865
   CREATIVE FINANCIAL DESIGNS INC /ADV - 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 1099 *New 2023-12-31 921 $42,000 921
   Cherry Tree Wealth Management LLC - 2024-03-31 624 $28,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2353 - 2023-12-31 462 $21,000 412
   ICA Group Wealth Management LLC 733 - 2023-12-31 425 $19,000 425
   Frazier Financial Advisors LLC 284 - 2023-12-31 305 $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
   Key Financial Inc 960 - 2024-03-31 84 $4,000 0
   Covestor Ltd 1784 - 2023-12-31 97 $4,000 -12
   WELLS FARGO & CO/MN 5332 - 2023-12-31 72 $3,000 71
   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
   MARIPAU WEALTH MANAGEMENT LLC 112 *Closed 2023-12-31 0 $0 -5,061
   FLOW TRADERS U.S. LLC 896 *Closed 2023-12-31 0 $0 -6,061
   RWM Asset Management LLC 160 *Closed 2024-03-31 0 $0 -4,513
   FMR LLC 4873 *New 2023-12-31 2 $0 2
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Concord Wealth Partners *Closed 2024-03-31 0 $0 -382
   IHT Wealth Management LLC 1024 *Closed 2023-12-31 0 $0 -8,128
   UBS Group AG 7952 *Closed 2023-12-31 0 $0 -325
   AdvisorNet Financial Inc 2468 *Closed 2024-03-31 0 $0 -69
  65 Records found
  1    
  Page 1 of 1
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