Who owns Wisdomtree Tr fndmtl hgh yld?
- Ticker: WFHY
- CUSIP Number: 97717x172
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr fndmtl hgh yld with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr fndmtl hgh yld stock
Who bought or sold Wisdomtree Tr fndmtl hgh yld this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 1.7M | $79M | 0% | Mar 2024 |
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| Bank of America Corporation | 720k | $33M | -13% | Dec 2023 |
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| Advisor Group Holdings | 225k | $10M | -4% | Dec 2023 |
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| Leo Wealth | 142k | $6.4M | 100% | Dec 2023 |
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| Invenio Wealth Partners | 129k | $5.9M | 14% | Dec 2023 |
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| Collaborative Wealth Managment | 126k | $5.7M | -4% | Dec 2023 |
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| Private Advisor | 90k | $4.1M | 5% | Dec 2023 |
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| Trilogy Capital | 68k | $3.1M | 70% | Mar 2024 |
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| AE Wealth Management | 65k | $2.9M | 3% | Dec 2023 |
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| Jpmorgan Chase & Co | 53k | $2.4M | 133% | Dec 2023 |
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| Atria Investments | 47k | $2.1M | 71% | Dec 2023 |
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| Kestra Advisory Services | 43k | $2.0M | 291% | Dec 2023 |
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| Jane Street | 43k | $2.0M | -60% | Dec 2023 |
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| Smartleaf Asset Management | 43k | $1.9M | 100% | Dec 2023 |
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| Raymond James & Associates | 24k | $1.1M | 4% | Dec 2023 |
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| Klr Investment Advisors | 23k | $1.0M | -1% | Dec 2023 |
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| Millington Financial Advisors | 22k | $1.0M | -14% | Dec 2023 |
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| My Legacy Advisors | 20k | $895k | 3% | Dec 2023 |
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| Melone Private Wealth | 15k | $674k | 13% | Dec 2023 |
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| Nbc Securities | 13k | $588k | 33% | Mar 2024 |
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| RFG Advisory | 11k | $507k | 100% | Mar 2024 |
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| Oxinas Partners Wealth Management | 10k | $472k | -17% | Mar 2024 |
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| Geneos Wealth Management | 9.8k | $446k | -8% | Dec 2023 |
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| CFG Asset Management | 7.9k | $359k | 11% | Dec 2023 |
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| Team Financial Group | 7.5k | $342k | 1% | Dec 2023 |
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| Lion Street Advisors | 7.5k | $340k | 0% | Mar 2024 |
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| Claro Advisors | 7.4k | $334k | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.8k | $263k | 1% | Dec 2023 |
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| Mach-1 Financial Group | 5.8k | $262k | 19% | Dec 2023 |
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| Acorn Wealth Advisors | 4.5k | $204k | 100% | Dec 2023 |
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| IFP Advisors | 3.7k | $166k | -19% | Dec 2023 |
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| Royal Bank of Canada | 3.1k | $143k | 145% | Dec 2023 |
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| Financial Gravity Wealth | 2.1k | $293k | 0% | Dec 2023 |
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| Harbour Investments | 1.8k | $81k | 100% | Dec 2023 |
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| Creative Financial Designs | 1.5k | $67k | 9% | Dec 2023 |
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| Farther Finance Advisors | 921.00 | $42k | 100% | Dec 2023 |
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| Cherry Tree Wealth Management | 624.00 | $28k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 425.00 | $19k | 100% | Dec 2023 |
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| Concord Wealth Partners | 382.00 | $17k | 0% | Dec 2023 |
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| Frazier Financial Advisors | 305.00 | $14k | 100% | Dec 2023 |
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| Spire Wealth Management | 109.00 | $4.9k | 0% | Dec 2023 |
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| Tucker Asset Management | 107.00 | $4.9k | 0% | Dec 2023 |
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| Covestor | 97.00 | $4.0k | -11% | Dec 2023 |
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| Key FInancial | 84.00 | $3.8k | 0% | Dec 2023 |
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| Wells Fargo & Company | 72.00 | $3.3k | 7100% | Dec 2023 |
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| Global Retirement Partners | 23.00 | $1.0k | 100% | Dec 2023 |
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Who sold out of Wisdomtree Tr fndmtl hgh yld?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2023 | 6.1k | $262k |
| Maripau Wealth Management | Sep 2023 | 5.1k | $219k |
| Trinity Wealth Management | Dec 2023 | 4.6k | $207k |
| RWM Asset Management | Dec 2023 | 4.5k | $203k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 2.9k | $124k |
| UBS Group | Sep 2023 | 325.00 | $14k |
| AdvisorNet Financial | Dec 2023 | 69.00 | $3.1k |