Who owns Wisdomtree Tr fndmtl hgh yld?

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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 1.6M $77M 3% Sep 2025
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Cetera Investment Advisers 198k $9.2M 5% Sep 2025
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LPL Financial 104k $4.8M -1% Sep 2025
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Goldstone Financial Group 91k $4.2M 4% Sep 2025
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Morgan Stanley 72k $3.3M 100% Jun 2025
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Collaborative Wealth Managment 61k $2.8M -6% Sep 2025
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Private Advisor 61k $2.8M 3% Sep 2025
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Jane Street 58k $2.7M 108% Sep 2025
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Atria Investments 57k $2.6M 8% Sep 2025
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Howard Bailey Securities 42k $1.9M 1% Sep 2025
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Insight Advisors, LLC/ PA 41k $1.9M 2% Sep 2025
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Smartleaf Asset Management 37k $1.7M 3% Sep 2025
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Millington Financial Advisors 36k $1.7M 5% Sep 2025
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Defined Financial Planning 35k $1.6M 11% Sep 2025
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Barnes Wealth Management Group 33k $1.5M 6% Sep 2025
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Vestmark Advisory Solutions 33k $1.5M -40% Sep 2025
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Jpmorgan Chase & Co 28k $1.3M -36% Sep 2025
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Advisor Group Holdings 20k $947k 5% Sep 2025
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Raymond James Financial 20k $934k -11% Sep 2025
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Oxinas Partners Wealth Management 20k $921k 3% Sep 2025
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Envestnet Asset Management 20k $917k 0% Sep 2025
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Commonwealth Equity Services 19k $884k 100% Sep 2025
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Nbc Securities 18k $853k -4% Sep 2025
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Melone Private Wealth 16k $764k 1% Sep 2025
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CFG Asset Management 16k $756k 6% Sep 2025
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RFG Advisory 12k $538k 0% Sep 2025
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Team Financial Group 11k $502k -4% Sep 2025
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Lion Street Advisors 10k $521k 100% Sep 2025
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AQR Capital Management 10k $464k 100% Sep 2025
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Miracle Mile Advisors 8.3k $388k 52% Sep 2025
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5T Wealth 8.0k $375k -1% Sep 2025
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Geneos Wealth Management 7.9k $366k 0% Sep 2025
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Goss Wealth Management 7.3k $341k -6% Sep 2025
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Kestra Advisory Services 7.1k $329k 7% Sep 2025
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Concurrent Investment Advisors 6.4k $296k -17% Sep 2025
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Flow Traders US 6.0k $279k -15% Sep 2025
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My Legacy Advisors 6.0k $275k -7% Jun 2025
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Harbour Investments 5.8k $272k 25% Sep 2025
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Betterment 4.9k $227k 0% Sep 2025
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H D Vest Advisory Services 4.4k $202k 100% Jun 2025
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Mml Investors Services 4.3k $202k -37% Sep 2025
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Farther Finance Advisors 3.3k $152k -49% Sep 2025
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REAP Financial Group 3.1k $146k 0% Sep 2025
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Evolution Wealth Management 2.8k $132k -5% Sep 2025
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EP Wealth Advisors 2.3k $104k 100% Jun 2025
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AE Wealth Management 1.8k $85k 3% Sep 2025
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ORG Partners 1.8k $82k 1% Sep 2025
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Creative Financial Designs 1.7k $79k 0% Sep 2025
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Royal Bank of Canada 1.6k $76k 25% Sep 2025
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Frazier Financial Advisors 1.5k $71k 387% Sep 2025
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CoreCap Advisors 1.5k $69k -4% Sep 2025
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Cherry Tree Wealth Management 624.00 $29k 0% Sep 2025
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Kilter Group 336.00 $16k 100% Jun 2025
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Caldwell Trust 269.00 $13k 100% Sep 2025
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Covestor 250.00 $12k 7% Sep 2025
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IFP Advisors 247.00 $12k -19% Sep 2025
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Brian McDonald 213.00 $9.9k 100% Sep 2025
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Reyes Financial Architecture 180.00 $8.4k 0% Sep 2025
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Key FInancial 84.00 $3.9k 0% Sep 2025
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FMR 62.00 $2.9k 107% Sep 2025
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O'shaughnessy Asset Management 53.00 $2.5k 100% Sep 2025
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Guerra Advisors 51.00 $2.4k 100% Sep 2025
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Global Retirement Partners 20.00 $931.000000 0% Sep 2025
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EverSource Wealth Advisors 3.00 $140.000100 -98% Sep 2025
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Wells Fargo & Company 1.00 $41.000000 -50% Sep 2025
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Who sold out of Wisdomtree Tr fndmtl hgh yld?

Fund or Company Name Date Sold Shares Held Valued At
Armis Advisers Jun 2025 20k $925k
Leo Wealth Jun 2025 7.2k $330k
Cambridge Investment Research Advisors Jun 2025 7.0k $321k
Mach-1 Financial Group Jun 2025 5.7k $262k
Transce3nd Jun 2025 753.00 $35k
Total Investment Management Jun 2025 104.00 $4.8k
NorthRock Partners Mar 2025 43.00 $1.9k