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
Download as csv
Download as Excel
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 | 0% | Dec 2025 |
|
| Bank of America Corporation | 1.2M | $53M | 100% | Mar 2026 |
|
| WealthPlan Investment Management | 229k | $10M | 305% | Mar 2026 |
|
| Cetera Investment Advisers | 203k | $9.2M | 3% | Mar 2026 |
|
| American Financial & Tax Strategies | 150k | $6.8M | 100% | Mar 2026 |
|
| LPL Financial | 117k | $5.3M | 2% | Mar 2026 |
|
| Morgan Stanley | 89k | $4.0M | 9% | Mar 2026 |
|
| Private Advisor | 76k | $3.4M | 15% | Mar 2026 |
|
| Goldstone Financial Group | 60k | $2.7M | -32% | Mar 2026 |
|
| Commonwealth Equity Services | 55k | $2.5M | 149% | Mar 2026 |
|
| Atria Investments | 54k | $2.4M | 1% | Mar 2026 |
|
| Kestra Advisory Services | 42k | $1.9M | 245% | Mar 2026 |
|
| Smartleaf Asset Management | 41k | $1.8M | 3% | Mar 2026 |
|
| Vestmark Advisory Solutions | 37k | $1.7M | 7% | Mar 2026 |
|
| Barnes Wealth Management Group | 33k | $1.5M | 2% | Mar 2026 |
|
| Millington Financial Advisors | 33k | $1.5M | 4% | Mar 2026 |
|
| Mariner Wealth Advisors | 31k | $1.4M | 0% | Mar 2026 |
|
| Envestnet Asset Management | 28k | $1.3M | 48% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 27k | $1.2M | 100% | Mar 2026 |
|
| Oxinas Partners Wealth Management | 21k | $976k | 5% | Mar 2026 |
|
| Advisor Group Holdings | 20k | $916k | -3% | Dec 2025 |
|
| Nbc Securities | 19k | $880k | -11% | Mar 2026 |
|
| Vericrest Private Wealth | 19k | $841k | 1% | Mar 2026 |
|
| Raymond James Financial | 16k | $761k | -18% | Dec 2025 |
|
| CFG Asset Management | 16k | $742k | 5% | Mar 2026 |
|
| Jane Street | 16k | $740k | 100% | Mar 2026 |
|
| Melone Private Wealth | 16k | $733k | -3% | Mar 2026 |
|
| Feltz Wealth PLAN | 14k | $619k | 124% | Mar 2026 |
|
| RFG Advisory | 12k | $550k | 2% | Mar 2026 |
|
| Insight Advisors, LLC/ PA | 12k | $540k | -74% | Mar 2026 |
|
| Vines Capital Management | 12k | $525k | 100% | Mar 2026 |
|
| Armis Advisers | 11k | $494k | -3% | Mar 2026 |
|
| Team Financial Group | 9.9k | $452k | 2% | Mar 2026 |
|
| WealthPoint Financial | 9.8k | $456k | 0% | Mar 2026 |
|
| Collaborative Wealth Managment | 9.0k | $410k | -84% | Mar 2026 |
|
| Harbour Investments | 8.3k | $376k | 24% | Mar 2026 |
|
| Gateway Wealth Partners | 8.0k | $364k | 100% | Mar 2026 |
|
| 5T Wealth | 7.9k | $360k | 0% | Mar 2026 |
|
| AQR Capital Management | 7.7k | $350k | -5% | Mar 2026 |
|
| Miracle Mile Advisors | 7.6k | $345k | -7% | Mar 2026 |
|
| Geneos Wealth Management | 7.5k | $343k | -4% | Mar 2026 |
|
| Concurrent Investment Advisors | 7.1k | $325k | 5% | Mar 2026 |
|
| Park Avenue Securities | 6.3k | $285k | 100% | Mar 2026 |
|
| Mach-1 Financial Group | 5.8k | $262k | 0% | Mar 2026 |
|
| Howard Bailey Securities | 5.4k | $248k | -91% | Mar 2026 |
|
| Betterment | 5.0k | $232k | 3% | Dec 2025 |
|
| Royal Bank of Canada | 4.6k | $207k | 178% | Mar 2026 |
|
| Farther Finance Advisors | 3.2k | $144k | 0% | Mar 2026 |
|
| REAP Financial Group | 2.7k | $123k | -14% | Mar 2026 |
|
| AE Wealth Management | 2.6k | $119k | -4% | Mar 2026 |
|
| SHP Wealth Management | 2.4k | $108k | -30% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 2.3k | $106k | 100% | Mar 2026 |
|
| Creative Financial Designs | 1.8k | $84k | 9% | Mar 2026 |
|
| Evolution Wealth Management | 1.7k | $76k | -11% | Mar 2026 |
|
| Western Wealth Management | 1.6k | $71k | 100% | Mar 2026 |
|
| Frazier Financial Advisors | 1.5k | $70k | 0% | Mar 2026 |
|
| CoreCap Advisors | 1.5k | $67k | -1% | Mar 2026 |
|
| International Assets Investment Management | 703.00 | $32k | 0% | Mar 2026 |
|
| Cherry Tree Wealth Management | 624.00 | $28k | 0% | Mar 2026 |
|
| UBS Group | 480.00 | $22k | 269% | Mar 2026 |
|
| Fifth Third Bancorp | 454.00 | $21k | 100% | Mar 2026 |
|
| Kilter Group | 358.00 | $17k | 0% | Dec 2025 |
|
| Covestor | 309.00 | $14k | 21% | Mar 2026 |
|
| Caldwell Trust | 269.00 | $12k | 0% | Mar 2026 |
|
| IFP Advisors | 213.00 | $9.7k | -32% | Mar 2026 |
|
| Brian McDonald | 213.00 | $9.9k | 0% | Dec 2025 |
|
| Reyes Financial Architecture | 180.00 | $8.2k | 0% | Mar 2026 |
|
| Key FInancial | 84.00 | $3.8k | 0% | Mar 2026 |
|
| Wells Fargo & Company | 73.00 | $3.3k | -1% | Mar 2026 |
|
| FMR | 54.00 | $2.5k | -13% | Dec 2025 |
|
| O'shaughnessy Asset Management | 53.00 | $2.4k | 0% | Mar 2026 |
|
| Global Retirement Partners | 20.00 | $929.000000 | 0% | Dec 2025 |
|
| NBT Bank | 17.00 | $773.999800 | -63% | Mar 2026 |
|
| EverSource Wealth Advisors | 3.00 | $137.000100 | 0% | Mar 2026 |
|
Who sold out of Wisdomtree Tr fndmtl hgh yld?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 28k | $1.3M |
| 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 |
| Integrity Alliance | Dec 2025 | 4.4k | $205k |
| Mml Investors Services | Dec 2025 | 4.4k | $204k |
| ORG Partners | Sep 2025 | 1.8k | $82k |
| Pnc Financial Services | Dec 2025 | 128.00 | $5.9k |