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 1.7M $77M 3% Mar 2026
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Bank of America Corporation 1.2M $53M 100% Mar 2026
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WealthPlan Investment Management 248k $11M 8% Jun 2026
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Cetera Investment Advisers 203k $9.2M 3% Mar 2026
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American Financial & Tax Strategies 150k $6.8M 100% Mar 2026
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LPL Financial 117k $5.3M 2% Mar 2026
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Morgan Stanley 89k $4.0M 9% Mar 2026
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Private Advisor 76k $3.4M 15% Mar 2026
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Goldstone Financial Group 60k $2.7M -32% Mar 2026
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Commonwealth Equity Services 55k $2.5M -1% Jun 2026
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Smartleaf Asset Management 41k $1.8M 3% Mar 2026
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Atria Investments 40k $1.8M -25% Jun 2026
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Vestmark Advisory Solutions 37k $1.7M 7% Mar 2026
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Barnes Wealth Management Group 34k $1.5M 1% Jun 2026
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Millington Financial Advisors 33k $1.5M 4% Mar 2026
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Mariner Wealth Advisors 31k $1.4M 0% Mar 2026
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Envestnet Asset Management 28k $1.3M 48% Mar 2026
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Ubs Global Asset Management Americas 27k $1.2M 100% Mar 2026
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Vericrest Private Wealth 22k $1.0M 20% Jun 2026
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Feltz Wealth PLAN 22k $988k 59% Jun 2026
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Oxinas Partners Wealth Management 21k $976k 5% Mar 2026
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Kestra Advisory Services 21k $955k -51% Jun 2026
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Advisor Group Holdings 20k $903k 1% Mar 2026
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Nbc Securities 19k $880k -11% Mar 2026
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CFG Asset Management 17k $756k 1% Jun 2026
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Jane Street 16k $740k 100% Mar 2026
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Raymond James Financial 16k $734k -2% Mar 2026
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RFG Advisory 12k $550k 2% Mar 2026
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Insight Advisors, LLC/ PA 12k $540k -74% Mar 2026
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Vines Capital Management 12k $525k 100% Mar 2026
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WealthPoint Financial 11k $492k 10% Mar 2026
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Armis Advisers 10k $459k -7% Jun 2026
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Team Financial Group 9.4k $431k -5% Jun 2026
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Collaborative Wealth Managment 9.0k $410k -84% Mar 2026
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Harbour Investments 8.3k $376k 24% Mar 2026
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Gateway Wealth Partners 8.0k $364k 100% Mar 2026
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5T Wealth 7.9k $360k 0% Mar 2026
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AQR Capital Management 7.7k $350k -5% Mar 2026
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Miracle Mile Advisors 7.6k $345k -7% Mar 2026
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Geneos Wealth Management 7.5k $343k -4% Mar 2026
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Concurrent Investment Advisors 7.1k $325k 5% Mar 2026
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Park Avenue Securities 6.3k $285k 100% Mar 2026
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Howard Bailey Securities 5.4k $248k 100% Mar 2026
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Mach-1 Financial Group 5.0k $227k -14% Jun 2026
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Royal Bank of Canada 4.6k $207k 100% Mar 2026
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Creative Financial Designs 3.1k $140k 66% Jun 2026
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Farther Finance Advisors 2.8k $130k -11% Jun 2026
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REAP Financial Group 2.7k $123k -14% Mar 2026
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AE Wealth Management 2.6k $119k -4% Mar 2026
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SHP Wealth Management 2.4k $108k -30% Mar 2026
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Northwestern Mutual Wealth Management Company 2.3k $106k 100% Mar 2026
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Evolution Wealth Management 1.7k $76k -11% Mar 2026
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Frazier Financial Advisors 1.5k $70k 0% Mar 2026
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CoreCap Advisors 1.3k $61k -9% Jun 2026
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International Assets Investment Management 703.00 $32k 0% Mar 2026
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Cherry Tree Wealth Management 624.00 $28k 0% Mar 2026
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UBS Group 480.00 $22k 269% Mar 2026
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Fifth Third Bancorp 454.00 $21k 100% Mar 2026
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Covestor 309.00 $14k 21% Mar 2026
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Caldwell Trust 269.00 $12k 0% Mar 2026
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IFP Advisors 213.00 $9.7k -32% Mar 2026
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Mcdonald Partners 181.00 $8.3k 100% Jun 2026
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FMR 88.00 $4.0k 63% Mar 2026
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Key FInancial 84.00 $3.8k 0% Jun 2026
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Wells Fargo & Company 73.00 $3.3k -1% Mar 2026
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O'shaughnessy Asset Management 53.00 $2.4k 0% Mar 2026
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Planning Strategies 21.00 $961.999500 100% Jun 2026
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NBT Bank 17.00 $778.999500 0% Jun 2026
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EverSource Wealth Advisors 3.00 $137.000100 0% Jun 2026
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Who sold out of Wisdomtree Tr fndmtl hgh yld?

Fund or Company Name Date Sold Shares Held Valued At
Melone Private Wealth Mar 2026 16k $733k
EJMK Ventures Dec 2025 7.8k $362k
Flow Traders US Dec 2025 5.9k $275k
Leo Wealth Dec 2025 5.6k $259k
Mercer Global Advisors Dec 2025 5.3k $247k
Betterment Dec 2025 5.0k $232k
Mml Investors Services Dec 2025 4.4k $204k
Kilter Group Dec 2025 358.00 $17k
Reyes Financial Architecture Mar 2026 180.00 $8.2k
Pnc Financial Services Dec 2025 128.00 $5.9k