Who owns Wisdomtree Tr fndmtl hgh yld?
- Ticker: QHY
- 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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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 |
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CWM | 1.6M | $75M | -1% | Sep 2024 |
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Bank of America Corporation | 640k | $30M | 1% | Sep 2024 |
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Invenio Wealth Partners | 167k | $7.5M | 9% | Jun 2024 |
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Leo Wealth | 164k | $7.6M | 5% | Sep 2024 |
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Cetera Investment Advisers | 153k | $6.8M | 0% | Jun 2024 |
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LPL Financial | 127k | $5.9M | -13% | Sep 2024 |
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Advisor Group Holdings | 121k | $5.6M | -47% | Sep 2024 |
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Morgan Stanley | 98k | $7.8M | 6% | Jun 2024 |
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Collaborative Wealth Managment | 78k | $3.6M | -6% | Sep 2024 |
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Goldstone Financial Group | 66k | $3.0M | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 54k | $2.5M | -6% | Sep 2024 |
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Private Advisor | 53k | $2.4M | -7% | Sep 2024 |
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Jane Street | 53k | $2.4M | 63% | Sep 2024 |
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Howard Bailey Securities | 46k | $2.1M | 100% | Sep 2024 |
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Atria Investments | 44k | $2.0M | 16% | Sep 2024 |
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Goss Wealth Management | 44k | $2.0M | 100% | Jun 2024 |
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Envestnet Asset Management | 40k | $1.8M | -30% | Sep 2024 |
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Smartleaf Asset Management | 32k | $1.5M | 1% | Sep 2024 |
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Insight Advisors, LLC/ PA | 27k | $1.2M | 35% | Sep 2024 |
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Millington Financial Advisors | 25k | $1.2M | 9% | Sep 2024 |
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Citadel Advisors | 19k | $877k | 100% | Sep 2024 |
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Nbc Securities | 18k | $828k | 30% | Sep 2024 |
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Baldwin Brothers | 18k | $821k | 100% | Sep 2024 |
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Oxinas Partners Wealth Management | 17k | $776k | 9% | Sep 2024 |
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Mml Investors Services | 15k | $708k | -39% | Sep 2024 |
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Melone Private Wealth | 15k | $706k | 0% | Sep 2024 |
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CFG Asset Management | 15k | $684k | 10% | Sep 2024 |
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RFG Advisory | 12k | $571k | 6% | Sep 2024 |
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Raymond James Financial Services Advisors | 12k | $556k | 36% | Sep 2024 |
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Team Financial Group | 12k | $544k | 8% | Sep 2024 |
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Geneos Wealth Management | 8.9k | $397k | 0% | Jun 2024 |
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Lion Street Advisors | 7.5k | $347k | 0% | Sep 2024 |
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Kestra Advisory Services | 7.4k | $341k | -37% | Sep 2024 |
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Mariner Wealth Advisors | 6.6k | $305k | 100% | Sep 2024 |
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My Legacy Advisors | 6.6k | $304k | -58% | Sep 2024 |
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Mach-1 Financial Group | 5.8k | $267k | 0% | Sep 2024 |
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IFP Advisors | 3.7k | $167k | 0% | Jun 2024 |
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Harbour Investments | 3.6k | $167k | 35% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.3k | $108k | -51% | Sep 2024 |
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Creative Financial Designs | 2.0k | $93k | 3% | Sep 2024 |
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Royal Bank of Canada | 1.6k | $73k | -64% | Sep 2024 |
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Farther Finance Advisors | 1.1k | $53k | 0% | Sep 2024 |
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CoreCap Advisors | 1.1k | $52k | -33% | Sep 2024 |
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Cherry Tree Wealth Management | 624.00 | $29k | 0% | Sep 2024 |
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Frazier Financial Advisors | 305.00 | $14k | 0% | Sep 2024 |
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Financial Gravity Wealth | 109.00 | $4.9k | 0% | Jun 2024 |
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Covestor | 89.00 | $4.0k | 9% | Sep 2024 |
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Key FInancial | 84.00 | $3.9k | 0% | Sep 2024 |
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Aptus Capital Advisors | 45.00 | $2.1k | 100% | Sep 2024 |
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Global Retirement Partners | 20.00 | $924.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $57.000000 | 0% | Sep 2024 |
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Who sold out of Wisdomtree Tr fndmtl hgh yld?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
American Financial & Tax Strategies | Jun 2024 | 101k | $4.5M |
Raymond James & Associates | Jun 2024 | 25k | $1.1M |
Acorn Wealth Advisors | Mar 2024 | 4.4k | $201k |
International Assets Investment Management | Jun 2024 | 1.4k | $61k |
ICA Group Wealth Management | Mar 2024 | 425.00 | $19k |
Gradient Investments | Jun 2024 | 218.00 | $9.7k |
Semmax Financial Advisors | Jun 2024 | 175.00 | $8.0k |
Tucker Asset Management | Mar 2024 | 107.00 | $4.8k |