Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / US HGH YLD CORP
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Number of holders
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55
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Total 13F shares, excl. options
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3.9M
-
Shares change
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-158K
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Total reported value, excl. options
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$180M
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Value change
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-$7.1M
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Number of buys
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32
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Number of sells
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-20
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Price
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$46.19
Significant Holders of WISDOMTREE TR - US HGH YLD CORP (QHY) as of Q3 2024
59 filings reported holding QHY - WISDOMTREE TR - US HGH YLD CORP as of Q3 2024.
WISDOMTREE TR - US HGH YLD CORP (QHY) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.9M shares
.
Largest 10 shareholders include CWM, LLC (1.63M shares), BANK OF AMERICA CORP /DE/ (640K shares), INVENIO WEALTH PARTNERS LLC (184K shares), Cetera Investment Advisers (165K shares), Leo Wealth, LLC (164K shares), LPL Financial LLC (127K shares), OSAIC HOLDINGS, INC. (121K shares), MORGAN STANLEY (111K shares), Collaborative Wealth Managment Inc. (77.5K shares), and Goldstone Financial Group, LLC (65.9K shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.