Wisdomtree US High Yield CorQHYETF
13F holders, Q1 2024 (March 31)55holders
$45.30avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding Wisdomtree US High Yield Cor (QHY) in their 13F filings. The largest holders were Cwm, LLC ($78.6M), Bank of America Corp. ($28.2M) and Osaic Holdings, Inc. ($10.3M).
- Company
- Wisdomtree US High Yield Cor
- CUSIP
- 97717X172
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.3M |
| Exits | 9 | $5.7M |
Ownership 55 holders
| Cwm, LLC | 0.38% | Add +0.4% | 1,735,785 | $78.6M |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 622,264 | $28.2M |
| Osaic Holdings, Inc. | 0.02% | Add +0.9% | 227,119 | $10.3M |
| Cetera Investment Advisers | 0.02% | New | 153,863 | $7.0M |
| Invenio Wealth Partners LLC | 3.74% | Add +18.7% | 153,059 | $6.9M |
| Leo Wealth, LLC | 0.70% | Add +6.9% | 151,294 | $6.8M |
| LPL Financial LLC | 0.00% | Add +17.3% | 143,487 | $6.5M |
| Collaborative Wealth Managment Inc. | 2.75% | Reduce -3.6% | 120,967 | $5.5M |
| American Financial & Tax Strategies Inc. | 2.31% | Add +4.5% | 94,952 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -21.7% | 92,248 | $4.2M |
| Trilogy Capital Inc. | 0.18% | Add +69.9% | 68,432 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.3% | 63,327 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -36.0% | 57,372 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 56,018 | $2.5M |
| Goldstone Financial Group, LLC | 0.43% | Add +25.9% | 41,771 | $1.9M |
| Atria Investments, Inc | 0.03% | Reduce -12.4% | 41,164 | $1.9M |
| Smartleaf Asset Management LLC | 0.27% | Reduce -26.5% | 31,289 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -22.9% | 28,189 | $1.3M |
| Raymond James & Associates | 0.00% | Add +2.5% | 24,132 | $1.1M |
| Millington Financial Advisors, LLC | 0.74% | Add +3.0% | 22,820 | $1.0M |
| KLR Investment Advisors, LLC | 0.64% | Reduce -14.3% | 19,724 | $879K |
| My Legacy Advisors, LLC | 0.28% | Reduce -7.9% | 18,162 | $823K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -65.1% | 15,176 | $688K |
| Melone Private Wealth, LLC | 0.41% | Add +1.9% | 15,105 | $684K |
| NewSquare Capital LLC | 0.05% | Add +66.2% | 13,145 | $596K |
| Lanark Financial, Inc. | 0.06% | Add +32.9% | 12,987 | $588K |
| RFG Advisory, LLC | 0.02% | New | 11,189 | $507K |
| Team Financial Group, LLC | 0.32% | Add +40.2% | 10,546 | $478K |
| Oxinas Partners, LLC | 0.31% | Reduce -17.1% | 10,409 | $472K |
| Insight Advisors, LLC/ PA | 0.08% | New | 9,247 | $419K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.4% | 8,900 | $403K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +42.4% | 8,239 | $373K |
| Lion Street Advisors, LLC | 0.14% | No change | 7,490 | $340K |
| Claro Advisors Inc. | 0.06% | Add +2.3% | 7,372 | $334K |
| Avior Wealth Management, LLC | 0.01% | New | 5,776 | $262K |
| Mach-1 Financial Group, LLC | 0.20% | Add +0.1% | 5,764 | $261K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -1.2% | 4,446 | $201K |
| IFP Advisors, Inc | 0.01% | Add +1.8% | 3,724 | $169K |
| Royal Bank of Canada | 0.00% | Add +14.7% | 3,609 | $164K |
| REAP Financial Group, LLC | 0.04% | Reduce -3.8% | 3,272 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +24.6% | 2,212 | $100K |
| UBS Group AG | 0.00% | New | 2,010 | $91K |
| Creative Financial Designs Inc. | 0.01% | Add +34.0% | 1,967 | $89K |
| CoreCap Advisors, LLC | 0.00% | New | 1,888 | $86K |
| Farther Finance Advisors, LLC | 0.00% | No change | 921 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 624 | $28K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 425 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 305 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 109 | $5K |
| Spire Wealth Management | 0.00% | No change | 109 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 107 | $5K |
| Key Financial Inc | 0.00% | No change | 84 | $4K |
| Covestor Ltd | 0.00% | Reduce -24.7% | 73 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +8.7% | 25 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -98.6% | 1 | $37 |
"% of holder's portfolio" is QHY's weight in each manager's 13F, not the share of Wisdomtree US High Yield Cor the manager owns.