WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #37 | $54.7M | 1.2M | $53.1M | 1.2M | +27,099+2.32% | Add | |
| WealthPlan Investment Management, LLC | 0.56% | 0.58% | #5 | $11.4M | 248,058 | $10.4M | 229,310 | +18,748+8.18% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #30 | $9.3M | 203,626 | $9.2M | 203,070 | +556+0.27% | Add | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3.09% | 3.31% | #1 | $6.8M | 149,153 | $6.8M | 149,652 | -499-0.33% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #47 | $6.0M | 129,939 | $5.3M | 117,246 | +12,693+10.83% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #58 | $4.6M | 99,749 | $3.6M | 78,269 | +21,480+27.44% | Add | |
| Goldstone Financial Group, LLC | 0.25% | 0.3% | #9 | $2.7M | 59,327 | $2.7M | 59,939 | -612-1.02% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #39 | $2.5M | 54,686 | $2.5M | 55,293 | -607-1.10% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #62 | $1.9M | 40,553 | $740,298 | 16,256 | +24,297+149.46% | Add | |
| Smartleaf Asset Management LLC | 0.06% | 0.07% | #18 | $1.9M | 40,485 | $1.8M | 40,485 | 00.00% | Unchanged | |
| Atria Investments, Inc | 0.02% | 0.03% | #24 | $1.8M | 40,121 | $2.4M | 53,545 | -13,424-25.07% | Reduce | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 0.02% | #27 | $1.7M | 37,278 | $1.7M | 37,278 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #64 | $1.7M | 37,148 | $1.2M | 26,414 | +10,734+40.64% | Add | |
| Millington Financial Advisors, LLC | 0.65% | 0.64% | #4 | $1.7M | 36,377 | $1.5M | 33,078 | +3,299+9.97% | Add | |
| Barnes Wealth Management Group, Inc | 0.72% | 0.77% | #3 | $1.5M | 33,769 | $1.5M | 33,382 | +387+1.16% | Add | |
| Private Advisor Group, LLC | 0.01% | 0.02% | #34 | $1.4M | 31,192 | $3.4M | 75,456 | -44,264-58.66% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #57 | $1.3M | 27,961 | $1.3M | 27,656 | +305+1.10% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #59 | $1.2M | 26,706 | $1.2M | 26,706 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #46 | $1.2M | 25,339 | $902,961 | 19,829 | +5,510+27.79% | Add | |
| Oxinas Partners, LLC | 0.4% | 0.45% | #7 | $1.0M | 22,394 | $976,313 | 21,439 | +955+4.45% | Add | |
| Vericrest Private Wealth | 0.91% | 0.75% | #2 | $1.0M | 22,141 | $840,486 | 18,456 | +3,685+19.97% | Add | |
| WealthPLAN Partners, LLC | 0.19% | 0.12% | #10 | $987,626 | 21,559 | $618,570 | 13,583 | +7,976+58.72% | Add | |
| Kestra Advisory Services, LLC | <0.01% | 0.01% | #40 | $954,765 | 20,842 | $1.9M | 42,428 | -21,586-50.88% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #60 | $799,208 | 17,446 | $733,513 | 16,107 | +1,339+8.31% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #52 | $766,500 | 16,732 | $1.4M | 30,815 | -14,083-45.70% | Reduce | |
| LANARK FINANCIAL, INC. | 0.05% | 0.07% | #20 | $756,257 | 16,508 | $879,794 | 19,319 | -2,811-14.55% | Reduce | |
| NewSquare Capital LLC | 0.06% | 0.06% | #19 | $755,963 | 16,502 | $742,165 | 16,297 | +205+1.26% | Add | |
| RFG Advisory, LLC | 0.01% | 0.01% | #29 | $562,438 | 12,278 | $549,704 | 12,071 | +207+1.71% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #54 | $539,730 | 11,782 | $0 | 0 | +11,782 | New Buy | |
| Insight Advisors, LLC/ PA | 0.09% | 0.1% | #15 | $536,989 | 11,722 | $540,424 | 11,867 | -145-1.22% | Reduce | |
| Vines Capital Management, LLC | 0.43% | 0.52% | #6 | $527,278 | 11,510 | $524,484 | 11,517 | -7-0.06% | Reduce | |
| WealthPoint Financial, LLC | 0.38% | 0.41% | #8 | $514,483 | 11,231 | $491,771 | 10,799 | +432+4.00% | Add | |
| Bison Wealth, LLC | 0.04% | 0.05% | #22 | $459,160 | 9,992 | $493,857 | 10,754 | -762-7.09% | Reduce | |
| Team Financial Group, LLC | 0.18% | 0.21% | #11 | $430,702 | 9,402 | $452,222 | 9,930 | -528-5.32% | Reduce | |
| HARBOUR INVESTMENTS, INC. | 0.01% | 0.01% | #36 | $390,442 | 8,523 | $375,705 | 8,250 | +273+3.31% | Add | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #63 | $376,567 | 8,220 | $349,662 | 7,678 | +542+7.06% | Add | |
| Collaborative Wealth Managment Inc. | 0.15% | 0.19% | #13 | $358,159 | 7,818 | $409,651 | 8,995 | -1,177-13.09% | Reduce | |
| 5T Wealth, LLC | 0.13% | 0.14% | #14 | $355,855 | 7,768 | $359,857 | 7,902 | -134-1.70% | Reduce | |
| Geneos Wealth Management Inc. | 0.01% | 0.01% | #32 | $351,821 | 7,680 | $342,916 | 7,530 | +150+1.99% | Add | |
| PARK AVENUE SECURITIES LLC | <0.01% | <0.01% | #43 | $306,380 | 6,688 | $285,000 | 6,251 | +437+6.99% | Add | |
| Gateway Wealth Partners, LLC | 0.02% | 0.01% | #26 | $285,838 | 6,240 | $363,906 | 7,990 | -1,750-21.90% | Reduce | |
| Concurrent Investment Advisors, LLC | <0.01% | <0.01% | #41 | $283,049 | 6,178 | $325,217 | 7,141 | -963-13.49% | Reduce | |
| Composition Wealth, LLC | <0.01% | <0.01% | #38 | $271,501 | 5,927 | $345,288 | 7,582 | -1,655-21.83% | Reduce | |
| W.H. Cornerstone Investments Inc. | 0.15% | — | #12 | $268,480 | 5,861 | $0 | 0 | +5,861 | New Buy | |
| Equitable Holdings, Inc. | <0.01% | — | #45 | $236,931 | 5,172 | $0 | 0 | +5,172 | New Buy | |
| Mach-1 Financial Group, LLC | 0.09% | 0.09% | #16 | $227,014 | 4,956 | $262,036 | 5,753 | -797-13.85% | Reduce | |
| HOWARD BAILEY SECURITIES, LLC | 0.08% | 0.1% | #17 | $225,204 | 4,916 | $247,692 | 5,439 | -523-9.62% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #67 | $208,000 | 4,541 | $207,000 | 4,550 | -9-0.20% | Reduce | |
| Integrated Wealth Concepts LLC | <0.01% | — | #51 | $200,606 | 4,379 | $0 | 0 | +4,379 | New Buy | |
| AE Wealth Management LLC | <0.01% | <0.01% | #53 | $144,890 | 3,163 | $118,991 | 2,614 | +549+21.00% | Add |