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Disclosery

QHY WISDOMTREE TR

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US HGH YLD CORP (fund)

62 managers (62 13F filers) reported a position in QHY shares at 2024-12-31, 3,829,906 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
23
Reduced
19
Sold out
7
Shares held by filers
3,829,906

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CWM, LLCin group CWM, LLC1,613,119$72.8M0.3%-13,68413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/655,440$29.6M<0.01%+15,37013F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC187,163$8.45M3.54%+3,01013F-HRTimeline
Cetera Investment Advisers170,153$7.68M0.02%+4,68913F-HRTimeline
Leo Wealth, LLC169,179$7.63M0.68%+5,60613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY110,741$5M<0.01%-63413F-HR/ATimelineGroup
LPL Financial LLC105,801$4.78M<0.01%-20,98413F-HRTimeline
Goldstone Financial Group, LLC85,167$3.84M0.6%+19,31113F-HRTimeline
Collaborative Wealth Managment Inc.72,171$3.26M1.48%-5,30413F-HRTimeline
Private Advisor Group, LLC55,296$2.5M0.01%+2,42613F-HRTimeline
Atria Investments, Inc53,612$2.42M0.03%+9,42713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC47,832$2.16M0.8%+1,59913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,123$2.13M<0.01%-6,52713F-HRTimelineGroup
NewEdge Advisors, LLC36,067$1.63M0.01%+27,36413F-HRTimeline
Smartleaf Asset Management LLC34,392$1.55M0.16%+2,28213F-HRTimeline
Insight Advisors, LLC/ PA32,256$1.46M0.25%+5,40813F-HRTimeline
Defined Financial Planning LLC32,044$1.45M1.54%13F-HRTimeline
Millington Financial Advisors, LLC28,942$1.31M0.76%+4,02713F-HRTimeline
Bison Wealth, LLC27,873$1.26M0.15%13F-HRTimeline
Barnes Wealth Management Group, Inc26,983$1.22M0.82%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,193$1.09M<0.01%-15,65913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,662$933K<0.01%-100,05213F-HR/ATimelineGroup
Oxinas Partners, LLC17,922$809K0.47%+1,11713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,930$719K<0.01%13F-HR/ATimelineGroup
NewSquare Capital LLC15,449$697K0.06%+64113F-HRTimeline
Melone Private Wealth, LLC14,950$675K0.35%-34013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,340$602K<0.01%-39,19813F-HRTimelineGroup
Team Financial Group, LLC12,968$585K0.34%+1,20013F-HRTimeline
RFG Advisory, LLC11,892$537K0.02%-47513F-HRTimeline
5T Wealth, LLC8,236$372K0.2%13F-HRTimeline
Geneos Wealth Management Inc.7,900$357K0.01%+30013F-HRTimeline
MML INVESTORS SERVICES, LLC7,622$344K<0.01%-7,70313F-HRTimeline
Lion Street Advisors, LLC7,522$339K0.11%+913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,253$327K<0.01%-13313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,040$318K<0.01%+44613F-HRTimelineGroup
My Legacy Advisors, LLC6,425$292K0.11%-14513F-HRTimeline
Mach-1 Financial Group, LLC5,774$261K0.47%+313F-HRTimeline
Composition Wealth, LLC5,606$253K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,882$220K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,637$164K<0.01%+2113F-HRTimeline
REAP Financial Group, LLC3,590$162K0.04%-34613F-HRTimeline
AE Wealth Management LLC2,855$129K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC2,337$105K<0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,231$101K0.01%+21013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,548$70K<0.01%-2913F-HRTimelineGroup
CoreCap Advisors, LLC1,537$69.4K<0.01%+40213F-HRTimeline
Transce3nd, LLC1,320$59.6K0.02%13F-HRTimeline
Farther Finance Advisors, LLC921$41.6K<0.01%-21513F-HRTimeline
Cherry Tree Wealth Management, LLC624$28.2K0.01%013F-HRTimeline
ORG Partners LLC440$19.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc440$19.8K<0.01%-9913F-HRTimeline
FLP Wealth Management, LLC315$14.2K0.04%13F-HRTimeline
Frazier Financial Advisors, LLC305$13.8K0.01%013F-HRTimeline
Caldwell Trust Co269$12.1K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.180$8.12K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG163$7.36K<0.01%new13F-HRTimelineGroup
Covestor Ltd151$7K<0.01%+6213F-HRTimeline
Key Financial Inc84$3.79K<0.01%013F-HRTimeline
Global Retirement Partners, LLC20$903<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.18$8530.08%-17,92413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.