Wisdomtree US High Yield CorQHYETF
13F holders, Q4 2024 (December 31)61holders +6
6new positions
7sold out
$45.14avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Wisdomtree US High Yield Cor (QHY) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 7 sold out. The largest holders were Cwm, LLC ($72.8M), Bank of America Corp. ($29.6M) and Invenio Wealth Partners LLC ($8.4M).
- Company
- Wisdomtree US High Yield Cor
- CUSIP
- 97717X172
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $641K |
| Exits | 7 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 119,145 shares bought and 276,483 shares sold, net −157,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Cwm, LLC | 0.30% | Reduce -0.8% | 1,613,119 | $72.8M |
| Bank of America Corp. | 0.00% | Add +2.4% | 655,440 | $29.6M |
| Invenio Wealth Partners LLC | 3.54% | Add +1.6% | 187,163 | $8.4M |
| Cetera Investment Advisers | 0.02% | Add +2.8% | 170,153 | $7.7M |
| Leo Wealth, LLC | 0.68% | Add +3.4% | 169,179 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 110,741 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -16.6% | 105,801 | $4.8M |
| Goldstone Financial Group, LLC | 0.60% | Add +29.3% | 85,167 | $3.8M |
| Collaborative Wealth Managment Inc. | 1.48% | Reduce -6.8% | 72,171 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +4.6% | 55,296 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +21.3% | 53,612 | $2.4M |
| Howard Bailey Securities, LLC | 0.80% | Add +3.5% | 47,832 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.2% | 47,123 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +314.4% | 36,067 | $1.6M |
| Smartleaf Asset Management LLC | 0.16% | Add +7.1% | 34,392 | $1.6M |
| Insight Advisors, LLC/ PA | 0.25% | Add +20.1% | 32,256 | $1.5M |
| Defined Financial Planning LLC | 1.54% | — | 32,044 | $1.4M |
| Millington Financial Advisors, LLC | 0.76% | Add +16.2% | 28,942 | $1.3M |
| Bison Wealth, LLC | 0.15% | — | 27,873 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.82% | — | 26,983 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.3% | 24,193 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.9% | 20,662 | $933K |
| Oxinas Partners, LLC | 0.47% | Add +6.7% | 17,922 | $809K |
| Raymond James Financial Inc. | 0.00% | — | 15,930 | $719K |
| NewSquare Capital LLC | 0.06% | Add +4.3% | 15,449 | $697K |
| Melone Private Wealth, LLC | 0.35% | Reduce -2.2% | 14,950 | $675K |
| Jane Street Group, LLC | 0.00% | Reduce -74.6% | 13,340 | $602K |
| Team Financial Group, LLC | 0.34% | Add +10.2% | 12,968 | $585K |
| RFG Advisory, LLC | 0.02% | Reduce -3.8% | 11,892 | $537K |
| 5T Wealth, LLC | 0.20% | — | 8,236 | $372K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.0% | 7,900 | $357K |
| MML Investors Services, LLC | 0.00% | Reduce -50.3% | 7,622 | $344K |
| Lion Street Advisors, LLC | 0.11% | Add +0.1% | 7,522 | $339K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.8% | 7,253 | $327K |
| Mariner, LLC | 0.00% | Add +6.8% | 7,040 | $318K |
| My Legacy Advisors, LLC | 0.11% | Reduce -2.2% | 6,425 | $292K |
| Mach-1 Financial Group, LLC | 0.47% | Add +0.1% | 5,774 | $261K |
| Composition Wealth, LLC | 0.01% | New | 5,606 | $253K |
| Park Avenue Securities LLC | 0.00% | New | 4,882 | $220K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 3,637 | $164K |
| REAP Financial Group, LLC | 0.04% | Reduce -8.8% | 3,590 | $162K |
| AE Wealth Management LLC | 0.00% | New | 2,855 | $129K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.1% | 2,337 | $105K |
| Creative Financial Designs Inc. | 0.01% | Add +10.4% | 2,231 | $101K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 1,548 | $70K |
| CoreCap Advisors, LLC | 0.00% | Add +35.4% | 1,537 | $69K |
| Transce3nd, LLC | 0.02% | — | 1,320 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.9% | 921 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 624 | $28K |
| ORG Partners LLC | 0.00% | New | 440 | $20K |
| IFP Advisors, Inc | 0.00% | Reduce -18.4% | 440 | $20K |
| FLP Wealth Management, LLC | 0.04% | — | 315 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 305 | $14K |
| Caldwell Trust Co | 0.00% | New | 269 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 180 | $8K |
| UBS Group AG | 0.00% | New | 163 | $7K |
| Covestor Ltd | 0.00% | Add +69.7% | 151 | $7K |
| Key Financial Inc | 0.00% | No change | 84 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 20 | $903 |
| Lanark Financial, Inc. | 0.08% | — | 18 | $853 |
| Wells Fargo & Company | 0.00% | No change | 1 | $28 |
"% 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.