Vault-13

WISDOMTREE TR QHY

US HGH YLD CORP · ETP · CUSIP 97717X172

74 institutional holders +11 vs Q3 2025
3,673,7613.7m shares reported held*
$170.6mreported value*
12 new 23 added 23 reduced 3 sold out net bought ≈ $1.6m (+34.1k 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 ($45.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.44.

Trends to Q4 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: 67Q3 25: 63Q4 25: 7474Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202563
Q4 202574

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 25Q3 25: 37 bought or addedQ3 25: 26 cut or sold outQ4 25: 35 bought or addedQ4 25: 26 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243027
Q2 20243024
Q3 20243221
Q4 20242926
Q1 20253431
Q2 20253334
Q3 20253726
Q4 20253526

Biggest buyers

WealthPlan Investment Management, LLC New +56,584+56.6k
BANK OF AMERICA CORP /DE/ Added +35,895+35.9k
Mariner, LLC New +30,927+30.9k
LPL Financial LLC Added +11,412+11.4k
Bison Wealth, LLC New +11,076+11.1k
WealthPLAN Partners, LLC New +6,056+6.1k
Mach-1 Financial Group, LLC New +5,752+5.8k
Leo Wealth, LLC New +5,577+5.6k
MERCER GLOBAL ADVISORS INC /ADV New +5,323+5.3k
Kestra Advisory Services, LLC Added +5,256+5.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -58,336-58.3k
HOWARD BAILEY SECURITIES, LLC Reduced -53,944-53.9k
JPMORGAN CHASE & CO Reduced -28,286-28.3k
NewEdge Advisors, LLC Sold out -7,328-7.3k
Millington Financial Advisors, LLC Reduced -4,326-4.3k
RAYMOND JAMES FINANCIAL INC Reduced -3,679-3.7k
Goldstone Financial Group, LLC Reduced -3,509-3.5k
Atria Investments, Inc Reduced -3,462-3.5k
Collaborative Wealth Managment Inc. Reduced -3,427-3.4k
AQR CAPITAL MANAGEMENT LLC Reduced -1,854-1.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.21% of their portfolio OMAHA, NE 1,647,3081.6m $76.5m $76.5m 0.21% Added +4.6k +4,602
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 711,697711.7k $33.1m $33.1m 0.00% Added +35.9k +35,895
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 197,600197.6k $9.2m $9.2m 0.01% Reduced -446 -446
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 115,143115.1k $5.3m $5.3m 0.00% Added +11.4k +11,412
5 Goldstone Financial Group, LLC 0.45% of their portfolio OAKBROOK TERRACE, IL 87,61287.6k $4.1m $4.1m 0.45% Reduced -3.5k -3,509
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 81,39881.4k $3.8m $3.8m 0.00% Added +3.1k +3,129
7 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 65,33765.3k $3.0m $3.0m 0.01% Added +4.9k +4,861
8 Collaborative Wealth Managment Inc. 0.93% of their portfolio LAKE MARY, FL 57,05257.1k $2.6m $2.6m 0.93% Reduced -3.4k -3,427
9 WealthPlan Investment Management, LLC 0.17% of their portfolio OMAHA, NE 56,58456.6k $2.6m $2.6m 0.17% New
10 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 53,08853.1k $2.5m $2.5m 0.03% Reduced -3.5k -3,462
11 Insight Advisors, LLC/ PA 0.32% of their portfolio Newtown, PA 45,21545.2k $2.1m $2.1m 0.32% Added +4.0k +3,991
12 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 39,33039.3k $1.8m $1.8m 0.07% Added +2.3k +2,334
13 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 34,88634.9k $1.6m $1.6m 0.02% Added +2.0k +2,031
14 Barnes Wealth Management Group, Inc 0.81% of their portfolio Bakersfield, CA 32,64432.6k $1.5m $1.5m 0.81% Reduced -309 -309
15 Millington Financial Advisors, LLC 0.66% of their portfolio NAPERVILLE, IL 31,82831.8k $1.5m $1.5m 0.66% Reduced -4.3k -4,326
16 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,92730.9k $1.4m $1.4m 0.00% New
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,27027.3k $1.3m $1.3m 0.00% Reduced -28.3k -28,286
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,24222.2k $1.0m $1.0m 0.00% Added +3.2k +3,250
19 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 21,59021.6k $1.0m $1.0m 0.08% Added +3.3k +3,259
20 Oxinas Partners, LLC 0.46% of their portfolio JEFFERSONVILLE, IN 20,49120.5k $951.6k $951.6k 0.46% Added +713 +713
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,71519.7k $915.5k $915.5k 0.00% Reduced -622 -622
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,73818.7k $870.2k $870.2k 0.00% Reduced -962 -962
23 Vericrest Private Wealth 0.75% of their portfolio NEWTOWN, PA 18,18518.2k $844.5k $844.5k 0.75% First filing
24 Melone Private Wealth, LLC 0.33% of their portfolio AUBURN HILLS, MI 16,58716.6k $770.3k $770.3k 0.33% Added +179 +179
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,37816.4k $760.6k $760.6k 0.00% Reduced -3.7k -3,679
26 NewSquare Capital LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 15,46515.5k $718.2k $718.2k 0.06% Reduced -777 -777
27 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,31412.3k $571.9k $571.9k 0.00% Added +5.3k +5,256
28 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,87311.9k $551.4k $551.4k 0.01% Added +309 +309
29 Vines Capital Management, LLC 0.52% of their portfolio MONROE, LA 11,52611.5k $535.3k $535.3k 0.52% First filing
30 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 11,07611.1k $502.9k $502.9k 0.06% New
31 WealthPoint Financial, LLC 0.40% of their portfolio CRAMERTON, NC 9,8099.8k $455.5k $455.5k 0.40% First filing
32 Team Financial Group, LLC 0.20% of their portfolio TEMECULA, CA 9,6959.7k $450.2k $450.2k 0.20% Reduced -1.1k -1,079
33 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,1438.1k $378.1k $378.1k 0.01% Reduced -183 -183
34 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,1058.1k $376.4k $376.4k 0.00% Reduced -1.9k -1,854
35 5T Wealth, LLC 0.15% of their portfolio Napa, CA 7,9277.9k $368.1k $368.1k 0.15% Reduced -120 -120
36 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,8307.8k $363.6k $363.6k 0.01% Reduced -25 -25
37 EJMK Ventures LLC 0.22% of their portfolio ITASCA, IL 7,7967.8k $362.0k $362.0k 0.22% First filing
38 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,7796.8k $314.8k $314.8k 0.00% Added +423 +423
39 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 6,6276.6k $307.8k $307.8k 0.01% Added +795 +795
40 WealthPLAN Partners, LLC 0.04% of their portfolio OMAHA, NE 6,0566.1k $281.2k $281.2k 0.04% New
41 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 5,9175.9k $275.0k $275.0k 0.01% Reduced -73 -73
42 Mach-1 Financial Group, LLC 0.05% of their portfolio Rogers, AR 5,7525.8k $267.1k $267.1k 0.05% New
43 Leo Wealth, LLC 0.02% of their portfolio HURST, TX 5,5775.6k $259.0k $259.0k 0.02% New
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,3235.3k $247.2k $247.2k 0.00% New
45 HOWARD BAILEY SECURITIES, LLC 0.09% of their portfolio FORT WAYNE, IN 5,0285.0k $233.5k $233.5k 0.09% Reduced -53.9k -53,944
46 Betterment LLC 0.00% of their portfolio NEW YORK, NY 5,0025.0k $232.0k $232.0k 0.00% Added +129 +129
47 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 4,4104.4k $204.8k $204.8k 0.01% New
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,3954.4k $204.1k $204.1k 0.00% Added +53 +53
49 SHP Wealth Management 0.01% of their portfolio PLYMOUTH, MA 3,3653.4k $156.3k $156.3k 0.01% First filing
50 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1693.2k $147.2k $147.2k 0.00% Reduced -102 -102
51 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 3,1303.1k $145.4k $145.4k 0.03% Reduced -7 -7
52 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,7132.7k $126.0k $126.0k 0.00% Added +884 +884
53 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 1,8891.9k $87.7k $87.7k 0.07% Reduced -937 -937
54 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,6971.7k $78.8k $78.8k 0.00% Added +3 +3
55 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,5331.5k $71.2k $71.2k 0.04% Unchanged
56 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,4751.5k $68.5k $68.5k 0.00% Unchanged
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 987987 $46.0k $46.0k 0.00% Reduced -650 -650
58 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 701701 $32.5k $32.5k 0.00% New
59 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 624624 $29.0k $29.0k 0.01% Unchanged
60 Kilter Group LLC 0.01% of their portfolio RHINEBECK, NY 358358 $16.6k $16.6k 0.01% Unchanged
61 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 313313 $14.5k $14.5k 0.00% Added +66 +66
62 Caldwell Trust Co 0.00% of their portfolio Venice, FL 269269 $12.5k $12.5k 0.00% Unchanged
63 Covestor Ltd 0.01% of their portfolio LONDON, X0 255255 $12.0k $12.0k 0.01% Added +5 +5
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 213213 $9.9k $9.9k 0.00% Unchanged
65 Reyes Financial Architecture, Inc. 0.01% of their portfolio SAN DIEGO, CA 180180 $8.4k $8.4k 0.01% Unchanged
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 130130 $6.0k $6.0k 0.00% New
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 128128 $5.9k $5.9k 0.00% New
68 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 8484 $3.9k $3.9k 0.00% Unchanged
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7474 $3.4k $3.4k 0.00% Added +73 +73
70 FMR LLC 0.00% of their portfolio BOSTON, MA 5454 $2.5k $2.5k 0.00% Reduced -8 -8
71 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5353 $2.5k $2.5k 0.00% Unchanged
72 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 4646 $789 $789 0.00% New
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2020 $929 $929 0.00% Unchanged
74 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 33 $139 $139 0.00% Unchanged