Vault-13

WISDOMTREE TR QHY

US HGH YLD CORP · ETP · CUSIP 97717X172

67 institutional holders -1 vs Q1 2025
3,531,6983.5m shares reported held*
$162.8mreported value*
7 new 26 added 24 reduced 10 sold out net sold ≈ $12.0m (-259.5k 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 ≈ $46.10.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 43Q4 22: 47Q1 23: 51Q2 23: 50Q3 23: 55Q4 23: 60Q1 24: 56Q2 24: 53Q3 24: 56Q4 24: 62Q1 25: 68Q2 25: 6767Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202351
Q2 202350
Q3 202355
Q4 202360
Q1 202456
Q2 202453
Q3 202456
Q4 202462
Q1 202568
Q2 202567

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 27 bought or addedQ3 23: 23 cut or sold outQ4 23: 33 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 30 bought or addedQ1 24: 27 cut or sold outQ2 24: 30 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 32 bought or addedQ3 24: 21 cut or sold outQ4 24: 29 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 31 cut or sold outQ2 25: 33 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232723
Q4 20233324
Q1 20243027
Q2 20243024
Q3 20243221
Q4 20242926
Q1 20253431
Q2 20253334

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +32,955+33.0k
BANK OF AMERICA CORP /DE/ Added +13,970+14.0k
Cetera Investment Advisers Added +13,024+13.0k
RAYMOND JAMES FINANCIAL INC Added +7,658+7.7k
Leo Wealth, LLC New +7,163+7.2k
Cambridge Investment Research Advisors, Inc. New +6,959+7.0k
Mach-1 Financial Group, LLC New +5,682+5.7k
AVANTAX ADVISORY SERVICES, INC. New +4,377+4.4k
Insight Advisors, LLC/ PA Added +2,425+2.4k
EP Wealth Advisors, LLC New +2,255+2.3k

Biggest sellers

INVENIO WEALTH PARTNERS LLC Sold out -179,521-179.5k
JANE STREET GROUP, LLC Reduced -56,693-56.7k
MORGAN STANLEY Reduced -31,623-31.6k
CWM, LLC Reduced -24,034-24.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -15,407-15.4k
JPMORGAN CHASE & CO Reduced -11,733-11.7k
Geneos Wealth Management Inc. Reduced -7,745-7.7k
Mariner, LLC Sold out -7,022-7.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -6,298-6.3k
Lion Street Advisors, LLC Sold out -5,130-5.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.26% of their portfolio OMAHA, NE 1,597,8151.6m $73.7m $73.7m 0.26% Reduced -24.0k -24,034
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 664,228664.2k $30.6m $30.6m 0.00% Added +14.0k +13,970
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 189,207189.2k $8.7m $8.7m 0.01% Added +13.0k +13,024
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 104,259104.3k $4.8m $4.8m 0.00% Added +623 +623
5 Goldstone Financial Group, LLC 0.53% of their portfolio OAKBROOK TERRACE, IL 87,24387.2k $4.0m $4.0m 0.53% Added +1.1k +1,070
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 72,11272.1k $3.3m $3.3m 0.00% Reduced -31.6k -31,623
7 Collaborative Wealth Managment Inc. 1.29% of their portfolio LAKE MARY, FL 64,06964.1k $3.0m $3.0m 1.29% Reduced -4.5k -4,464
8 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 58,60558.6k $2.7m $2.7m 0.01% Added +2.2k +2,229
9 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 55,06655.1k $2.5m $2.5m 0.04% Added +33.0k +32,955
10 HOWARD BAILEY SECURITIES, LLC 0.77% of their portfolio FORT WAYNE, IN 54,34654.3k $2.5m $2.5m 0.77% Added +2.1k +2,101
11 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 52,34752.3k $2.4m $2.4m 0.03% Reduced -2.9k -2,945
12 Insight Advisors, LLC/ PA 0.30% of their portfolio Newtown, PA 40,42340.4k $1.9m $1.9m 0.30% Added +2.4k +2,425
13 Smartleaf Asset Management LLC 0.15% of their portfolio BOSTON, MA 35,85635.9k $1.7m $1.7m 0.15% Added +745 +745
14 Millington Financial Advisors, LLC 0.80% of their portfolio NAPERVILLE, IL 34,40834.4k $1.6m $1.6m 0.80% Added +1.8k +1,820
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,94031.9k $1.5m $1.5m 0.00% Reduced -11.7k -11,733
16 Defined Financial Planning LLC 1.29% of their portfolio SAN RAFAEL, CA 31,71031.7k $1.5m $1.5m 1.29% Reduced -4.4k -4,360
17 Barnes Wealth Management Group, Inc 0.84% of their portfolio Bakersfield, CA 30,96431.0k $1.4m $1.4m 0.84% Added +1.5k +1,549
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,08028.1k $1.3m $1.3m 0.00% Reduced -56.7k -56,693
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,53422.5k $1.0m $1.0m 0.00% Added +7.7k +7,658
20 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 20,05620.1k $924.6k $924.6k 0.07% Reduced -3.8k -3,810
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,73619.7k $909.8k $909.8k 0.00% Reduced -2.8k -2,829
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,29919.3k $889.1k $889.1k 0.00% Added +1.1k +1,111
23 Oxinas Partners, LLC 0.45% of their portfolio JEFFERSONVILLE, IN 19,15919.2k $883.2k $883.2k 0.45% Added +557 +557
24 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 19,07419.1k $879.0k $879.0k 0.07% Reduced -277 -277
25 Melone Private Wealth, LLC 0.38% of their portfolio AUBURN HILLS, MI 16,23816.2k $747.4k $747.4k 0.38% Added +1.2k +1,162
26 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 15,36015.4k $708.1k $708.1k 0.05% Added +123 +123
27 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,50711.5k $530.5k $530.5k 0.01% Added +263 +263
28 Team Financial Group, LLC 0.26% of their portfolio TEMECULA, CA 11,27311.3k $519.7k $519.7k 0.26% Added +861 +861
29 5T Wealth, LLC 0.19% of their portfolio Napa, CA 8,1418.1k $375.3k $375.3k 0.19% Reduced -95 -95
30 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,8557.9k $362.1k $362.1k 0.01% Reduced -7.7k -7,745
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,8307.8k $361.0k $361.0k 0.00% Reduced -4.4k -4,433
32 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,6637.7k $353.3k $353.3k 0.01% Added +1.3k +1,292
33 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 7,1637.2k $330.2k $330.2k 0.03% New
34 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 7,0487.0k $325.0k $325.0k 0.01% Added +997 +997
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,9597.0k $321.0k $321.0k 0.00% New
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,8656.9k $316.0k $316.0k 0.00% Reduced -934 -934
37 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,6046.6k $304.5k $304.5k 0.00% Reduced -466 -466
38 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,4596.5k $297.8k $297.8k 0.01% Reduced -3.7k -3,711
39 My Legacy Advisors, LLC 0.10% of their portfolio BEND, OR 5,9566.0k $274.5k $274.5k 0.10% Reduced -461 -461
40 Mach-1 Financial Group, LLC 0.08% of their portfolio Rogers, AR 5,6825.7k $261.9k $261.9k 0.08% New
41 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 5,4775.5k $252.5k $252.5k 0.00% Reduced -14 -14
42 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,8874.9k $225.0k $225.0k 0.00% Added +347 +347
43 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,6614.7k $214.9k $214.9k 0.01% Added +494 +494
44 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 4,3774.4k $201.8k $201.8k 0.00% New
45 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 3,1223.1k $143.9k $143.9k 0.03% Reduced -152 -152
46 EVOLUTION WEALTH MANAGEMENT INC. 0.17% of their portfolio FORT MYERS, FL 2,9823.0k $137.5k $137.5k 0.17% First filing
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,6142.6k $120.0k $120.0k 0.00% Added +1.2k +1,240
48 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 2,2552.3k $104.0k $104.0k 0.00% New
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,7821.8k $82.2k $82.2k 0.00% Reduced -138 -138
50 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 1,7401.7k $80.2k $80.2k 0.02% Added +591 +591
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,6921.7k $78.0k $78.0k 0.01% Reduced -97 -97
52 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,5371.5k $70.9k $70.9k 0.00% Unchanged
53 Transce3nd, LLC 0.01% of their portfolio BUDA, TX 753753 $34.7k $34.7k 0.01% Reduced -103 -103
54 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 624624 $28.8k $28.8k 0.01% Unchanged
55 Kilter Group LLC 0.01% of their portfolio RHINEBECK, NY 336336 $15.5k $15.5k 0.01% New
56 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 315315 $14.5k $14.5k 0.01% Unchanged
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 304304 $14.0k $14.0k 0.00% Reduced -69 -69
58 Caldwell Trust Co 0.00% of their portfolio Venice, FL 269269 $12.4k $12.4k 0.00% Unchanged
59 Covestor Ltd 0.01% of their portfolio LONDON, X0 234234 $11.0k $11.0k 0.01% Added +31 +31
60 Reyes Financial Architecture, Inc. 0.01% of their portfolio SAN DIEGO, CA 180180 $8.3k $8.3k 0.01% Unchanged
61 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 178178 $8.2k $8.2k 0.00% Unchanged
62 TOTAL INVESTMENT MANAGEMENT INC 0.00% of their portfolio SCOTTSDALE, AZ 104104 $4.8k $4.8k 0.00% New
63 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 8484 $3.9k $3.9k 0.00% Unchanged
64 FMR LLC 0.00% of their portfolio BOSTON, MA 3030 $1.4k $1.4k 0.00% Reduced -2 -2
65 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2020 $922 $922 0.00% First filing
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $69 $69 0.00% Added +1 +1
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged