Institutional Ownership
Wisdomtree Tr
CUSIP 97717X172US HGH YLD CORPQHYQ1 2026
Institutional Holders
71
13F filers
Shares Held
4.52M
Aggregate institutional
Institutional Value
$205.52M
Q1 2026
Net New Holders
-1
8 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased32
Decreased22
Sold out9
Institutional Holders
71 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 1.69M | $76.97M | +43.0K | Added |
| 2 | Bank Of America Corp /De/ | 1.17M | $53.09M | +454.2K | Added |
| 3 | Wealthplan Investment Management, LLC | 229.3K | $10.44M | +172.7K | Added |
| 4 | Cetera Investment Advisers | 203.1K | $9.25M | +5.5K | Added |
| 5 | American Financial & Tax Strategies Inc | 149.7K | $6.82M | +149.7K | New |
| 6 | Lpl Financial LLC | 117.2K | $5.34M | +2.1K | Added |
| 7 | Morgan Stanley | 88.5K | $4.03M | +7.1K | Added |
| 8 | Private Advisor Group, LLC | 75.5K | $3.44M | +10.1K | Added |
| 9 | Goldstone Financial Group, LLC | 59.9K | $2.73M | −27.7K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 55.3K | $2.52M | +33.1K | Added |
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