Vault-13

WISDOMTREE TR QHY

US HGH YLD CORP · ETP · CUSIP 97717X172

50 institutional holders -1 vs Q1 2023
4,025,1984.0m shares reported held*
$177.9mreported value*
7 new 26 added 11 reduced 9 sold out net bought ≈ $8.3m (+187.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $44.19.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 43Q4 22: 47Q1 23: 51Q2 23: 5050Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202351
Q2 202350

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 27 bought or addedQ4 22: 19 cut or sold outQ4 22Q1 23: 27 bought or addedQ1 23: 15 cut or sold outQ1 23Q2 23: 33 bought or addedQ2 23: 20 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222719
Q1 20232715
Q2 20233320

Biggest buyers

CWM, LLC Added +76,921+76.9k
BANK OF AMERICA CORP /DE/ Added +59,617+59.6k
OSAIC HOLDINGS, INC. Added +56,093+56.1k
Private Advisor Group, LLC Added +25,830+25.8k
Atria Investments, Inc New +23,050+23.1k
Cetera Advisor Networks LLC Added +20,693+20.7k
LEO BROKERAGE, LLC Added +15,815+15.8k
Trilogy Capital Inc. Added +13,399+13.4k
Oxinas Partners, LLC New +11,539+11.5k
ENVESTNET ASSET MANAGEMENT INC Added +6,669+6.7k

Biggest sellers

MORGAN STANLEY Reduced -34,833-34.8k
JANE STREET GROUP, LLC Reduced -31,607-31.6k
Bernardo Wealth Planning LLC Sold out -29,951-30.0k
McNaughton Wealth Management, LLC Reduced -23,453-23.5k
LPL Financial LLC Reduced -19,849-19.8k
Integrated Wealth Concepts LLC Sold out -6,132-6.1k
Walkner Condon Financial Advisors LLC Sold out -4,553-4.6k
Acorn Wealth Advisors, LLC Sold out -4,500-4.5k
Millington Financial Advisors, LLC Reduced -1,400-1.4k
NFSG Corp Sold out -875-875

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.50% of their portfolio OMAHA, NE 1,826,6851.8m $80.7m $80.7m 0.50% Added +76.9k +76,921
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 658,408658.4k $29.1m $29.1m 0.00% Added +59.6k +59,617
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 223,862223.9k $9.9m $9.9m 0.02% Added +56.1k +56,093
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 170,444170.4k $7.5m $7.5m 0.01% Reduced -19.8k -19,849
5 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 146,270146.3k $6.5m $6.5m 0.01% Reduced -31.6k -31,607
6 Collaborative Wealth Managment Inc. 3.57% of their portfolio LAKE MARY, FL 135,781135.8k $6.0m $6.0m 3.57% Added +5.1k +5,120
7 LEO BROKERAGE, LLC 0.62% of their portfolio HURST, TX 122,960123.0k $5.4m $5.4m 0.62% Added +15.8k +15,815
8 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 120,383120.4k $5.3m $5.3m 0.04% Added +20.7k +20,693
9 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 81,65781.7k $3.6m $3.6m 0.03% Added +25.8k +25,830
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,11771.1k $3.1m $3.1m 0.00% Added +6.7k +6,669
11 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 62,78562.8k $2.8m $2.8m 0.02% Added +118 +118
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 56,58556.6k $2.5m $2.5m 0.00% Reduced -34.8k -34,833
13 McNaughton Wealth Management, LLC 0.98% of their portfolio SAN DIEGO, CA 34,67634.7k $1.5m $1.5m 0.98% Reduced -23.5k -23,453
14 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 30,85230.9k $1.4m $1.4m 0.01% Added +5.3k +5,339
15 Millington Financial Advisors, LLC 1.01% of their portfolio NAPERVILLE, IL 25,82725.8k $1.1m $1.1m 1.01% Reduced -1.4k -1,400
16 KLR INVESTMENT ADVISORS, LLC 0.87% of their portfolio PROVIDENCE, RI 24,01824.0k $1.1m $1.1m 0.87% Added +167 +167
17 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 23,05023.1k $1.0m $1.0m 0.02% New
18 Trilogy Capital Inc. 0.06% of their portfolio IRVINE, CA 21,46621.5k $958.9k $958.9k 0.06% Added +13.4k +13,399
19 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 21,28221.3k $939.6k $939.6k 0.04% Added +1.8k +1,796
20 My Legacy Advisors, LLC 0.34% of their portfolio BEND, OR 19,11019.1k $856.1k $856.1k 0.34% Added +1.4k +1,380
21 Goldstone Financial Group, LLC 0.24% of their portfolio OAKBROOK TERRACE, IL 18,29718.3k $807.8k $807.8k 0.24% Added +3.7k +3,676
22 Melone Private Wealth, LLC 0.41% of their portfolio AUBURN HILLS, MI 13,00913.0k $574.4k $574.4k 0.41% Added +108 +108
23 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 11,76011.8k $519.2k $519.2k 0.03% Reduced -675 -675
24 Oxinas Partners, LLC 0.33% of their portfolio JEFFERSONVILLE, IN 11,53911.5k $509.5k $509.5k 0.33% New
25 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,57510.6k $466.9k $466.9k 0.00% Added +1.2k +1,250
26 Lion Street Advisors, LLC 0.18% of their portfolio Austin, TX 9,96410.0k $521.3k $521.3k 0.18% Added +2.5k +2,496
27 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,9388.9k $416.9k $416.9k 0.01% Added +398 +398
28 Claro Advisors Inc. 0.08% of their portfolio BOSTON, MA 7,3897.4k $326.2k $326.2k 0.08% Added +807 +807
29 Truadvice, LLC 0.12% of their portfolio SARASOTA, FL 7,1897.2k $318.9k $318.9k 0.12% Reduced -31 -31
30 NewSquare Capital LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 6,9657.0k $307.5k $307.5k 0.03% Added +145 +145
31 Trinity Wealth Management, LLC 0.16% of their portfolio BERWYN, PA 5,9826.0k $264.1k $264.1k 0.16% Added +560 +560
32 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,6325.6k $248.7k $248.7k 0.02% Reduced -30 -30
33 Mach-1 Financial Group, LLC 0.10% of their portfolio Rogers, AR 5,4345.4k $239.9k $239.9k 0.10% New
34 MARIPAU WEALTH MANAGEMENT LLC 0.21% of their portfolio FORT WAYNE, IN 5,3015.3k $234.0k $234.0k 0.21% Reduced -426 -426
35 Sharper & Granite LLC 0.13% of their portfolio EL SEGUNDO, CA 5,0805.1k $224.3k $224.3k 0.13% Unchanged
36 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 4,7284.7k $208.7k $208.7k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,4133.4k $150.7k $150.7k 0.00% New
38 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 2,9192.9k $128.9k $128.9k 0.01% Added +36 +36
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 916916 $40.0k $40.0k 0.00% Added +371 +371
40 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 878878 $38.8k $38.8k 0.00% Added +634 +634
41 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 624624 $27.6k $27.6k 0.01% First filing
42 ICA Group Wealth Management, LLC 0.00% of their portfolio DENVER, CO 425425 $18.8k $18.8k 0.00% Unchanged
43 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 382382 $16.9k $16.9k 0.00% Unchanged
44 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 148148 $6.5k $6.5k 0.00% Reduced -106 -106
45 Covestor Ltd 0.00% of their portfolio LONDON, X0 143143 $6.0k $6.0k 0.00% Reduced -30 -30
46 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 109109 $5 $5 0.00% New
47 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 109109 $4.8k $4.8k 0.00% Unchanged
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8282 $3.6k $3.6k 0.00% Added +81 +81
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5050 $2.2k $2.2k 0.00% New
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged