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 $55M 2% Jun 2026
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WealthPlan Investment Management 248k $11M 8% Jun 2026
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Cetera Investment Advisers 204k $9.3M 0% Jun 2026
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American Financial & Tax Strategies 149k $6.8M 0% Jun 2026
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LPL Financial 130k $6.0M 11% Jun 2026
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Morgan Stanley 89k $4.0M 9% Mar 2026
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Goldstone Financial Group 59k $2.7M -1% Jun 2026
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Commonwealth Equity Services 55k $2.5M -1% Jun 2026
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Jane Street 41k $1.9M 149% Jun 2026
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Smartleaf Asset Management 41k $1.9M 0% Jun 2026
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Atria Investments 40k $1.8M -25% Jun 2026
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Vestmark Advisory Solutions 37k $1.7M 0% Jun 2026
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Jpmorgan Chase & Co 37k $1.7M 100% Jun 2026
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Millington Financial Advisors 36k $1.7M 10% Jun 2026
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Barnes Wealth Management Group 34k $1.5M 1% Jun 2026
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Private Advisor 31k $1.4M -59% Jun 2026
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Envestnet Asset Management 28k $1.3M 1% Jun 2026
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Ubs Global Asset Management Americas 27k $1.2M 0% Jun 2026
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Advisor Group Holdings 25k $1.2M 28% Jun 2026
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Oxinas Partners Wealth Management 22k $1.0M 4% Jun 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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Kestra Advisory Services 21k $955k -51% Jun 2026
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Raymond James Financial 17k $799k 8% Jun 2026
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Mariner Wealth Advisors 17k $767k -46% Jun 2026
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Nbc Securities 17k $756k -15% Jun 2026
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CFG Asset Management 17k $756k 1% Jun 2026
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RFG Advisory 12k $562k 2% Jun 2026
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Mercer Global Advisors 12k $540k 100% Jun 2026
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Insight Advisors, LLC/ PA 12k $537k -1% Jun 2026
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Vines Capital Management 12k $527k 0% Jun 2026
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WealthPoint Financial 11k $515k 4% Jun 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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Harbour Investments 8.5k $390k 3% Jun 2026
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AQR Capital Management 8.2k $377k 7% Jun 2026
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Collaborative Wealth Managment 7.8k $358k -13% Jun 2026
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5T Wealth 7.8k $356k -2% Jun 2026
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Geneos Wealth Management 7.7k $352k 2% Jun 2026
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Park Avenue Securities 6.7k $306k 7% Jun 2026
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Gateway Wealth Partners 6.2k $286k -22% Jun 2026
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Concurrent Investment Advisors 6.2k $283k -13% Jun 2026
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Miracle Mile Advisors 5.9k $272k -22% Jun 2026
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W.H. Cornerstone Investments 5.9k $269k 100% Jun 2026
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Equitable Holdings 5.2k $237k 100% Jun 2026
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Mach-1 Financial Group 5.0k $227k -14% Jun 2026
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Howard Bailey Securities 4.9k $225k -10% Jun 2026
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Royal Bank of Canada 4.5k $208k 0% Jun 2026
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Integrated Wealth Concepts 4.4k $201k 100% Jun 2026
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AE Wealth Management 3.2k $145k 21% Jun 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 1.9k $89k -28% Jun 2026
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SHP Wealth Management 1.8k $82k -25% Jun 2026
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Evolution Wealth Management 1.6k $72k -7% Jun 2026
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Frazier Financial Advisors 1.5k $70k 0% Jun 2026
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CoreCap Advisors 1.3k $61k -9% Jun 2026
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UBS Group 1.2k $55k 148% Jun 2026
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Tounjian Advisory Partners 915.00 $42k 100% Jun 2026
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International Assets Investment Management 705.00 $32k 0% Jun 2026
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Cherry Tree Wealth Management 624.00 $29k 0% Jun 2026
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Fifth Third Bancorp 460.00 $21k 1% Jun 2026
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Covestor 298.00 $14k -4% Jun 2026
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Caldwell Trust 269.00 $12k 0% Jun 2026
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IFP Advisors 213.00 $9.8k 0% Jun 2026
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Mcdonald Partners 181.00 $8.3k 100% Jun 2026
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FMR 92.00 $4.2k 5% Jun 2026
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Key FInancial 84.00 $3.8k 0% Jun 2026
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Planning Strategies 21.00 $961.999500 100% Jun 2026
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Global Retirement Partners 20.00 $916.000000 0% Jun 2026
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NBT Bank 17.00 $778.999500 0% Jun 2026
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SRS Capital Advisors 8.00 $366.000000 100% Jun 2026
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EverSource Wealth Advisors 3.00 $137.000100 0% Jun 2026
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Wells Fargo & Company 1.00 $66.000000 -99% 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
Leo Wealth Dec 2025 5.6k $259k
Northwestern Mutual Wealth Management Company Mar 2026 2.3k $106k
Reyes Financial Architecture Mar 2026 180.00 $8.2k
O'shaughnessy Asset Management Mar 2026 53.00 $2.4k