QHY Institutional Ownership
WisdomTree U.S. High Yield Corporate Bond Fund
1W: -0.9%
1M: -2.9%
3M: -3.7%
YTD: -3.9%
1Y: -4.1%
3Y: +14.2%
5Y: -6.9%
$44.24
-0.01 (-0.02%)
Weekly Expected Move ±0.6%
$44
$44
$44
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QHY
79
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
131M
Total Invested
9
New Positions
28
Increased
32
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1,690,271 | $75M | +42,963 | +2.6% | 18Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,192,991 | $53M | +27,099 | +2.3% | 15Q | SEC ↗ |
| 3 | WealthPlan Investment Management, LLC | 248,058 | $11M | +18,748 | +8.2% | 3Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 203,626 | $9M | +556 | +0.3% | 10Q | SEC ↗ |
| 5 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 149,153 | $7M | -499 | -0.3% | 2Q | SEC ↗ |
| 6 | LPL Financial LLC | 129,939 | $6M | +12,693 | +10.8% | 25Q | SEC ↗ |
| 7 | MORGAN STANLEY | 99,749 | $4M | +11,246 | +12.7% | 16Q | SEC ↗ |
| 8 | Goldstone Financial Group, LLC | 59,327 | $3M | -612 | -1.0% | 14Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 54,686 | $2M | -607 | -1.1% | 4Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 40,553 | $2M | +24,297 | +149.5% | 2Q | SEC ↗ |
| 11 | Smartleaf Asset Management LLC | 40,485 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 12 | Atria Investments, Inc | 40,121 | $2M | -13,424 | -25.1% | 13Q | SEC ↗ |
| 13 | Vestmark Advisory Solutions, Inc. | 37,278 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 37,148 | $2M | +10,734 | +40.6% | 12Q | SEC ↗ |
| 15 | Millington Financial Advisors, LLC | 36,377 | $2M | +3,299 | +10.0% | 15Q | SEC ↗ |
| 16 | Barnes Wealth Management Group, Inc | 33,769 | $1M | +387 | +1.2% | 7Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 31,192 | $1M | -44,264 | -58.7% | 23Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 27,961 | $1M | +305 | +1.1% | 22Q | SEC ↗ |
| 19 | UBS AM, a distinct business unit of UB | 26,706 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 25,339 | $1M | +5,510 | +27.8% | 26Q | SEC ↗ |
| 21 | Oxinas Partners, LLC | 22,394 | $991K | +955 | +4.5% | 13Q | SEC ↗ |
| 22 | Vericrest Private Wealth | 22,141 | $980K | +3,685 | +20.0% | 3Q | SEC ↗ |
| 23 | WealthPLAN Partners, LLC | 21,559 | $954K | +7,976 | +58.7% | 3Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 20,842 | $922K | -21,586 | -50.9% | 23Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 17,446 | $772K | +1,339 | +8.3% | 7Q | SEC ↗ |
| 26 | Mariner, LLC | 16,732 | $740K | -14,083 | -45.7% | 3Q | SEC ↗ |
| 27 | LANARK FINANCIAL, INC. | 16,508 | $730K | -2,811 | -14.6% | 12Q | SEC ↗ |
| 28 | NewSquare Capital LLC | 16,502 | $730K | +205 | +1.3% | 25Q | SEC ↗ |
| 29 | RFG Advisory, LLC | 12,278 | $543K | +207 | +1.7% | 10Q | SEC ↗ |
| 30 | MERCER GLOBAL ADVISORS INC /ADV NEW | 11,782 | $521K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Insight Advisors, LLC/ PA | 11,722 | $519K | -145 | -1.2% | 10Q | SEC ↗ |
| 32 | Vines Capital Management, LLC | 11,510 | $509K | -7 | -0.1% | 3Q | SEC ↗ |
| 33 | WealthPoint Financial, LLC | 11,231 | $497K | +432 | +4.0% | 3Q | SEC ↗ |
| 34 | Bison Wealth, LLC | 9,992 | $442K | -762 | -7.1% | 3Q | SEC ↗ |
| 35 | Team Financial Group, LLC | 9,402 | $416K | -528 | -5.3% | 12Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 8,523 | $377K | +273 | +3.3% | 11Q | SEC ↗ |
| 37 | AQR CAPITAL MANAGEMENT LLC | 8,220 | $364K | +542 | +7.1% | 4Q | SEC ↗ |
| 38 | Collaborative Wealth Managment Inc. | 7,818 | $346K | -1,177 | -13.1% | 17Q | SEC ↗ |
| 39 | 5T Wealth, LLC | 7,768 | $344K | -134 | -1.7% | 7Q | SEC ↗ |
| 40 | Geneos Wealth Management Inc. | 7,680 | $340K | +150 | +2.0% | 26Q | SEC ↗ |
| 41 | PARK AVENUE SECURITIES LLC | 6,688 | $296K | +437 | +7.0% | 2Q | SEC ↗ |
| 42 | Gateway Wealth Partners, LLC | 6,240 | $276K | -1,750 | -21.9% | 2Q | SEC ↗ |
| 43 | Concurrent Investment Advisors, LLC | 6,178 | $273K | -963 | -13.5% | 6Q | SEC ↗ |
| 44 | Composition Wealth, LLC | 5,927 | $262K | -1,655 | -21.8% | 7Q | SEC ↗ |
| 45 | W.H. Cornerstone Investments Inc. NEW | 5,861 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Equitable Holdings, Inc. NEW | 5,172 | $229K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Mach-1 Financial Group, LLC | 4,956 | $219K | -797 | -13.9% | 3Q | SEC ↗ |
| 48 | HOWARD BAILEY SECURITIES, LLC | 4,916 | $218K | -523 | -9.6% | 8Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA | 4,541 | $201K | -9 | -0.2% | 25Q | SEC ↗ |
| 50 | Integrated Wealth Concepts LLC NEW | 4,379 | $194K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 11,782 | $521K |
| W.H. Cornerstone Investments Inc. | 5,861 | $259K |
| Equitable Holdings, Inc. | 5,172 | $229K |
| Integrated Wealth Concepts LLC | 4,379 | $194K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 915 | $40K |
| MCDONALD PARTNERS LLC | 181 | $8K |
| Planning Strategies Inc. | 21 | $1K |
| Global Retirement Partners, LLC | 20 | $1K |
| Arax Advisory Partners | 8 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Melone Private Wealth, LLC | 16,105 | $713K |
| EJMK Ventures LLC | 7,796 | $345K |
| FLOW TRADERS U.S. LLC | 5,917 | $262K |
| Leo Wealth, LLC | 5,577 | $247K |
| Betterment LLC | 5,002 | $221K |
| INTEGRITY ALLIANCE, LLC. | 4,410 | $195K |
| MML INVESTORS SERVICES, LLC | 4,395 | $194K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,325 | $103K |
| Western Wealth Management, LLC | 1,566 | $69K |
| Kilter Group LLC | 358 | $16K |
| Reyes Financial Architecture, Inc. | 180 | $8K |
| PNC Financial Services Group, Inc. | 128 | $6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +42,963 | +2.6% | 1,690,271 |
| BANK OF AMERICA CORP /DE | +27,099 | +2.3% | 1,192,991 |
| JANE STREET GROUP, LLC | +24,297 | +149.5% | 40,553 |
| WealthPlan Investment Management, L | +18,748 | +8.2% | 248,058 |
| LPL Financial LLC | +12,693 | +10.8% | 129,939 |
| MORGAN STANLEY | +11,246 | +12.7% | 99,749 |
| JPMORGAN CHASE & CO | +10,734 | +40.6% | 37,148 |
| WealthPLAN Partners, LLC | +7,976 | +58.7% | 21,559 |
| OSAIC HOLDINGS, INC. | +5,510 | +27.8% | 25,339 |
| Vericrest Private Wealth | +3,685 | +20.0% | 22,141 |
| Millington Financial Advisors, LLC | +3,299 | +10.0% | 36,377 |
| RAYMOND JAMES FINANCIAL INC | +1,339 | +8.3% | 17,446 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +1,216 | +65.9% | 3,062 |
| Oxinas Partners, LLC | +955 | +4.5% | 22,394 |
| UBS Group AG | +712 | +148.3% | 1,192 |
| Cetera Investment Advisers | +556 | +0.3% | 203,626 |
| AE Wealth Management LLC | +549 | +21.0% | 3,163 |
| AQR CAPITAL MANAGEMENT LLC | +542 | +7.1% | 8,220 |
| PARK AVENUE SECURITIES LLC | +437 | +7.0% | 6,688 |
| WealthPoint Financial, LLC | +432 | +4.0% | 11,231 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -44,264 | -58.7% | 31,192 |
| Kestra Advisory Services, LLC | -21,586 | -50.9% | 20,842 |
| Mariner, LLC | -14,083 | -45.7% | 16,732 |
| Atria Investments, Inc | -13,424 | -25.1% | 40,121 |
| LANARK FINANCIAL, INC. | -2,811 | -14.6% | 16,508 |
| Gateway Wealth Partners, LLC | -1,750 | -21.9% | 6,240 |
| Composition Wealth, LLC | -1,655 | -21.8% | 5,927 |
| Collaborative Wealth Managment Inc. | -1,177 | -13.1% | 7,818 |
| Concurrent Investment Advisors, LLC | -963 | -13.5% | 6,178 |
| Mach-1 Financial Group, LLC | -797 | -13.9% | 4,956 |
| Bison Wealth, LLC | -762 | -7.1% | 9,992 |
| REAP Financial Group, LLC | -759 | -28.2% | 1,935 |
| Goldstone Financial Group, LLC | -612 | -1.0% | 59,327 |
| COMMONWEALTH EQUITY SERVICES, LLC | -607 | -1.1% | 54,686 |
| SHP Wealth Management | -586 | -24.7% | 1,785 |
| Team Financial Group, LLC | -528 | -5.3% | 9,402 |
| HOWARD BAILEY SECURITIES, LLC | -523 | -9.6% | 4,916 |
| AMERICAN FINANCIAL & TAX STRATEGIES | -499 | -0.3% | 149,153 |
| Farther Finance Advisors, LLC | -343 | -10.8% | 2,826 |
| Insight Advisors, LLC/ PA | -145 | -1.2% | 11,722 |