Wisdomtree US High Yield CorQHYETF

13F holders, Q1 2025 (March 31)
67holders +6
12new positions
5sold out
$45.09avg. 13F price*

At the end of Q1 2025, 67 institutions reported holding Wisdomtree US High Yield Cor (QHY) in their 13F filings, up 6 from Q4 2024. 12 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($73.1M), Bank of America Corp. ($29.3M) and Invenio Wealth Partners LLC ($8.1M).

Company
Wisdomtree US High Yield Cor
CUSIP
97717X172
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 52Q2 2024Q3 2024: 55Q3 2024Q4 2024: 61Q4 2024Q1 2025: 67Q1 2025Q2 2025: 66Q2 2025Q3 2025: 63Q3 2025Q4 2025: 74Q4 2025Q1 2026: 70Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$2.8M
Exits5$8.2M

All 13F filers, Q4 2024 → Q1 2025: 184,503 shares bought and 253,329 shares sold, net −68,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Cwm, LLC 0.29% Add +0.5% 1,621,849 $73.1M
Bank of America Corp. 0.00% Reduce -0.8% 650,258 $29.3M
Invenio Wealth Partners LLC 3.40% Reduce -4.1% 179,521 $8.1M
Cetera Investment Advisers 0.02% Add +3.5% 176,183 $7.9M
Morgan Stanley 0.00% Reduce -6.3% 103,735 $4.7M
LPL Financial LLC 0.00% Reduce -2.0% 103,636 $4.7M
Goldstone Financial Group, LLC 0.59% Add +1.2% 86,173 $3.9M
Jane Street Group, LLC 0.01% Add +535.5% 84,773 $3.8M
Collaborative Wealth Managment Inc. 1.45% Reduce -5.0% 68,533 $3.1M
Private Advisor Group, LLC 0.02% Add +1.9% 56,376 $2.5M
Atria Investments, Inc 0.03% Add +3.1% 55,292 $2.5M
Howard Bailey Securities, LLC 0.79% Add +9.2% 52,245 $2.4M
JPMorgan Chase & Co. 0.00% Reduce -7.3% 43,673 $2.0M
Insight Advisors, LLC/ PA 0.30% Add +17.8% 37,998 $1.7M
Defined Financial Planning LLC 1.65% Add +12.6% 36,070 $1.6M
Smartleaf Asset Management LLC 0.15% Add +2.1% 35,111 $1.6M
Millington Financial Advisors, LLC 0.88% Add +12.6% 32,588 $1.4M
Barnes Wealth Management Group, Inc 0.85% Add +9.0% 29,415 $1.3M
Bison Wealth, LLC 0.10% Reduce -14.4% 23,866 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.7% 22,565 $1.0M
Vestmark Advisory Solutions, Inc. 0.03% New 22,111 $997K
Lanark Financial, Inc. 0.07% — 19,351 $872K
Oxinas Partners, LLC 0.50% Add +3.8% 18,602 $839K
Osaic Holdings, Inc. 0.00% Reduce -12.0% 18,188 $820K
Susquehanna International Group, LLP 0.00% New 15,407 $695K
NewSquare Capital LLC 0.06% Reduce -1.4% 15,237 $687K
Melone Private Wealth, LLC 0.36% Add +0.8% 15,076 $680K
Raymond James Financial Inc. 0.00% Reduce -6.6% 14,876 $671K
NewEdge Advisors, LLC 0.00% Reduce -66.0% 12,263 $553K
RFG Advisory, LLC 0.01% Reduce -5.5% 11,244 $507K
Team Financial Group, LLC 0.27% Reduce -19.7% 10,412 $470K
Farther Finance Advisors, LLC 0.01% Add +1004.2% 10,170 $460K
5T Wealth, LLC 0.21% No change 8,236 $371K
MML Investors Services, LLC 0.00% Add +2.3% 7,799 $352K
Geneos Wealth Management Inc. 0.01% Reduce -1.3% 7,800 $352K
Kestra Advisory Services, LLC 0.00% Reduce -2.5% 7,070 $319K
Mariner, LLC 0.00% Reduce -0.3% 7,022 $317K
My Legacy Advisors, LLC 0.11% Reduce -0.1% 6,417 $289K
Concurrent Investment Advisors, LLC 0.01% New 6,371 $287K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,298 $284K
Flow Traders U.S. LLC 0.01% New 6,051 $273K
Composition Wealth, LLC 0.01% Reduce -2.0% 5,491 $248K
Lion Street Advisors, LLC 0.07% Reduce -31.8% 5,130 $231K
Betterment LLC 0.00% New 4,540 $205K
Harbour Investments, Inc. 0.01% Add +14.6% 4,167 $188K
REAP Financial Group, LLC 0.04% Reduce -8.8% 3,274 $148K
AE Wealth Management LLC 0.00% Reduce -32.8% 1,920 $87K
Creative Financial Designs Inc. 0.01% Reduce -19.8% 1,789 $81K
CoreCap Advisors, LLC 0.00% No change 1,537 $69K
Royal Bank of Canada 0.00% Reduce -11.2% 1,374 $62K
ORG Partners LLC 0.01% Add +161.1% 1,149 $52K
Transce3nd, LLC 0.02% Reduce -35.1% 856 $39K
Cherry Tree Wealth Management, LLC 0.01% No change 624 $28K
Wayfinding Financial, LLC 0.01% New 518 $23K
PSI Advisors, LLC 0.01% New 410 $18K
IFP Advisors, Inc 0.00% Reduce -15.2% 373 $17K
Frazier Financial Advisors, LLC 0.01% Add +3.3% 315 $14K
Caldwell Trust Co 0.00% No change 269 $12K
Covestor Ltd 0.01% Add +34.4% 203 $9K
Reyes Financial Architecture, Inc. 0.01% No change 180 $8K
EverSource Wealth Advisors, LLC 0.00% New 178 $8K
Key Financial Inc 0.00% No change 84 $4K
PNC Financial Services Group, Inc. 0.00% New 74 $3K
NorthRock Partners, LLC 0.00% New 43 $2K
FMR LLC 0.00% New 32 $1K
UBS Group AG 0.00% Reduce -99.4% 1 $45
Wells Fargo & Company 0.00% No change 1 $23

"% 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.