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Wisdomtree US High Yield COR (QHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
WealthPlan Investment Management, LLC
INCREASED
Shares312,764 from 248,058
Change+64,706 (+26%)
Value$13.8M (+$2.5M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares239,225 from 129,939
Change+109,286 (+84%)
Value$10.6M (+$4.6M)
Filed 2026-11-06
American Financial & TAX Strategies Inc
DECREASED
Shares148,929 from 149,153
Change-224 (0%)
Value$6.6M (-$245.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares61,794 from 54,686
Change+7,108 (+13%)
Value$2.7M (+$228.0K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares40,072 from 40,121
Change-49 (0%)
Value$1.8M (-$65.5K)
Filed 2026-10-15
Barnes Wealth Management Group, Inc
INCREASED
Shares34,925 from 33,769
Change+1,156 (+3%)
Value$1.5M (-$2.2K)
Filed 2026-11-09
WealthPLAN Partners, LLC
INCREASED
Shares28,184 from 21,559
Change+6,625 (+31%)
Value$1.2M (+$259.0K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares27,601 from 12,278
Change+15,323 (+125%)
Value$1.2M (+$658.4K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares26,786 from 20,842
Change+5,944 (+29%)
Value$1.2M (+$230.0K)
Filed 2026-11-02
Vericrest Private Wealth
INCREASED
Shares23,400 from 22,141
Change+1,259 (+6%)
Value$1.0M (+$20.7K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares17,733 from 16,502
Change+1,231 (+7%)
Value$784.3K (+$28.4K)
Filed 2026-11-06
W.H. Cornerstone Investments Inc.
INCREASED
Shares16,079 from 5,861
Change+10,218 (+174%)
Value$711.2K (+$442.7K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares13,355 from 16,508
Change-3,153 (-19%)
Value$590.7K (-$165.6K)
Filed 2026-10-26
Insight Advisors, LLC/ PA
INCREASED
Shares12,485 from 11,722
Change+763 (+7%)
Value$552.2K (+$15.2K)
Filed 2026-10-22
WealthPoint Financial, LLC
INCREASED
Shares11,620 from 11,231
Change+389 (+3%)
Value$513.9K (-$537)
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares11,278 from 8,523
Change+2,755 (+32%)
Value$498.8K (+$108.4K)
Filed 2026-11-09
Bison Wealth, LLC
DECREASED
Shares9,776 from 9,992
Change-216 (-2%)
Value$436.2K (-$22.9K)
Filed 2026-10-13
Geneos Wealth Management Inc.
DECREASED
Shares7,275 from 7,680
Change-405 (-5%)
Value$321.8K (-$30.0K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares7,092 from 6,688
Change+404 (+6%)
Value$314 (-$305.7K)
Filed 2026-10-26
Collaborative Wealth Managment Inc.
DECREASED
Shares6,950 from 7,818
Change-868 (-11%)
Value$307.4K (-$50.7K)
Filed 2026-11-06
Team Financial Group, LLC
DECREASED
Shares5,455 from 9,402
Change-3,947 (-42%)
Value$241.3K (-$189.4K)
Filed 2026-10-30
Avestar Capital, LLC
NEW
Shares5,049
Change+5,049
Value$223.3K
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares4,818 from 4,916
Change-98 (-2%)
Value$213.1K (-$12.1K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares4,639 from 6,178
Change-1,539 (-25%)
Value$205.2K (-$77.9K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares3,258 from 3,062
Change+196 (+6%)
Value$144.1K (+$3.8K)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$125.0K (-$4.5K)
Filed 2026-10-08
Reap Financial Group, LLC
DECREASED
Shares1,927 from 1,935
Change-8 (0%)
Value$85.2K (-$3.4K)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$69.2K (-$2.5K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares1,370 from 1,339
Change+31 (+2%)
Value$60.6K (-$745)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
DECREASED
Shares850 from 915
Change-65 (-7%)
Value$37.6K (-$4.4K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$27.6K (-$986)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares468 from 460
Change+8 (+2%)
Value$20.7K (-$373)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares302 from 298
Change+4 (+1%)
Value$13 (-$1)
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$11.9K (-$425)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares214 from 213
Change+1 (+0%)
Value$9.5K (-$293)
Filed 2026-10-16
Mcdonald Partners LLC
DECREASED
Shares133 from 181
Change-48 (-27%)
Value$5.9K (-$2.4K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.7K (-$133)
Filed 2026-11-02
Planning Strategies Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$929 (-$33)
Filed 2026-10-02
NBT Bank, N.A.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$752 (-$27)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$133 (-$4)
Filed 2026-11-04
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 4,956
Change-4,956 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 705
Change-705 (-100%)
Value$0 (-$32.3K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 1,192,991
Change-1,192,991 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 203,626
Change-203,626 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 99,749
Change-99,749 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 59,327
Change-59,327 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,553
Change-40,553 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 40,485
Change-40,485 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 37,278
Change-37,278 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,148
Change-37,148 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 36,377
Change-36,377 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,192
Change-31,192 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,961
Change-27,961 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 26,706
Change-26,706 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,339
Change-25,339 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 22,394
Change-22,394 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,446
Change-17,446 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,782
Change-11,782 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 7,768
Change-7,768 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
FMR LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8
Change-8 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
WealthPlan Investment Management, LLC
INCREASED312,764248,058+64,706+26%$11.4M$13.8M+$2.5M2026-10-15
LPL Financial LLC
INCREASED239,225129,939+109,286+84%$6.0M$10.6M+$4.6M2026-11-06
American Financial & TAX Strategies Inc
DECREASED148,929149,153-2240%$6.8M$6.6M-$245.6K2026-10-16
Commonwealth Equity Services, LLC
INCREASED61,79454,686+7,108+13%$2.5M$2.7M+$228.0K2026-11-02
Atria Investments, Inc
DECREASED40,07240,121-490%$1.8M$1.8M-$65.5K2026-10-15
Barnes Wealth Management Group, Inc
INCREASED34,92533,769+1,156+3%$1.5M$1.5M-$2.2K2026-11-09
WealthPLAN Partners, LLC
INCREASED28,18421,559+6,625+31%$987.6K$1.2M+$259.0K2026-10-15
RFG Advisory, LLC
INCREASED27,60112,278+15,323+125%$562.4K$1.2M+$658.4K2026-11-03
Kestra Advisory Services, LLC
INCREASED26,78620,842+5,944+29%$954.8K$1.2M+$230.0K2026-11-02
Vericrest Private Wealth
INCREASED23,40022,141+1,259+6%$1.0M$1.0M+$20.7K2026-10-21
NewSquare Capital LLC
INCREASED17,73316,502+1,231+7%$756.0K$784.3K+$28.4K2026-11-06
W.H. Cornerstone Investments Inc.
INCREASED16,0795,861+10,218+174%$268.5K$711.2K+$442.7K2026-11-03
Lanark Financial, Inc.
DECREASED13,35516,508-3,153-19%$756.3K$590.7K-$165.6K2026-10-26
Insight Advisors, LLC/ PA
INCREASED12,48511,722+763+7%$537.0K$552.2K+$15.2K2026-10-22
WealthPoint Financial, LLC
INCREASED11,62011,231+389+3%$514.5K$513.9K-$5372026-11-03
Harbour Investments, Inc.
INCREASED11,2788,523+2,755+32%$390.4K$498.8K+$108.4K2026-11-09
Bison Wealth, LLC
DECREASED9,7769,992-216-2%$459.2K$436.2K-$22.9K2026-10-13
Geneos Wealth Management Inc.
DECREASED7,2757,680-405-5%$351.8K$321.8K-$30.0K2026-11-09
Park Avenue Securities LLC
INCREASED7,0926,688+404+6%$306.0K$314-$305.7K2026-10-26
Collaborative Wealth Managment Inc.
DECREASED6,9507,818-868-11%$358.2K$307.4K-$50.7K2026-11-06
Team Financial Group, LLC
DECREASED5,4559,402-3,947-42%$430.7K$241.3K-$189.4K2026-10-30
Avestar Capital, LLC
NEW5,049—+5,049——$223.3K—2026-10-28
Howard Bailey Securities, LLC
DECREASED4,8184,916-98-2%$225.2K$213.1K-$12.1K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED4,6396,178-1,539-25%$283.0K$205.2K-$77.9K2026-10-16
Creative Financial Designs Inc
INCREASED3,2583,062+196+6%$140.2K$144.1K+$3.8K2026-11-04
Farther Finance Advisors, LLC
UNCHANGED2,8262,82600%$129.5K$125.0K-$4.5K2026-10-08
Reap Financial Group, LLC
DECREASED1,9271,935-80%$88.6K$85.2K-$3.4K2026-11-02
Evolution Wealth Management Inc.
UNCHANGED1,5641,56400%$71.6K$69.2K-$2.5K2026-10-28
CoreCap Advisors, LLC
INCREASED1,3701,339+31+2%$61.3K$60.6K-$7452026-10-08
Tounjian Advisory Partners, LLC
DECREASED850915-65-7%$41.9K$37.6K-$4.4K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED62462400%$28.6K$27.6K-$9862026-10-15
Fifth Third Bancorp
INCREASED468460+8+2%$21.1K$20.7K-$3732026-11-05
Covestor Ltd
INCREASED302298+4+1%$14$13-$12026-10-30
Caldwell Trust Co
UNCHANGED26926900%$12.3K$11.9K-$4252026-10-30
IFP Advisors, Inc
INCREASED214213+1+0%$9.8K$9.5K-$2932026-10-16
Mcdonald Partners LLC
DECREASED133181-48-27%$8.3K$5.9K-$2.4K2026-11-03
Key FInancial Inc
UNCHANGED848400%$3.8K$3.7K-$1332026-11-02
Planning Strategies Inc.
UNCHANGED212100%$962$929-$332026-10-02
NBT Bank, N.A.
UNCHANGED171700%$779$752-$272026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED3300%$137$133-$42026-11-04
Mach-1 Financial Group, LLC
CLOSED04,956-4,956-100%$227.0K$0-$227.0K2026-11-06
International Assets Investment Management, LLC
CLOSED0705-705-100%$32.3K$0-$32.3K2026-11-02
Bank of America Corp
N/A—1,192,991-1,192,991-100%$54.7M———
Cetera Investment Advisers
N/A—203,626-203,626-100%$9.3M———
Morgan Stanley
N/A—99,749-99,749-100%$4.6M———
Goldstone Financial Group, LLC
N/A—59,327-59,327-100%$2.7M———
Jane Street Group, LLC
N/A—40,553-40,553-100%$1.9M———
Smartleaf Asset Management LLC
N/A—40,485-40,485-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—37,278-37,278-100%$1.7M———
JPMorgan Chase & Co
N/A—37,148-37,148-100%$1.7M———
Millington Financial Advisors, LLC
N/A—36,377-36,377-100%$1.7M———
Private Advisor Group, LLC
N/A—31,192-31,192-100%$1.4M———
Envestnet Asset Management Inc
N/A—27,961-27,961-100%$1.3M———
UBS Asset Management Americas LLC
N/A—26,706-26,706-100%$1.2M———
Osaic Holdings, Inc.
N/A—25,339-25,339-100%$1.2M———
Oxinas Partners, LLC
N/A—22,394-22,394-100%$1.0M———
Raymond James Financial Inc
N/A—17,446-17,446-100%$799.2K———
Mariner, LLC
N/A—16,732-16,732-100%$766.5K———
Mercer Global Advisors Inc
N/A—11,782-11,782-100%$539.7K———
Vines Capital Management, LLC
N/A—11,510-11,510-100%$527.3K———
AQR Capital Management LLC
N/A—8,220-8,220-100%$376.6K———
5T Wealth, LLC
N/A—7,768-7,768-100%$355.9K———
Gateway Wealth Partners, LLC
N/A—6,240-6,240-100%$285.8K———
Composition Wealth, LLC
N/A—5,927-5,927-100%$271.5K———
Equitable Holdings, Inc.
N/A—5,172-5,172-100%$236.9K———
Royal Bank of Canada
N/A—4,541-4,541-100%$208.0K———
Integrated Wealth Concepts LLC
N/A—4,379-4,379-100%$200.6K———
AE Wealth Management LLC
N/A—3,163-3,163-100%$144.9K———
SHP Wealth Management
N/A—1,785-1,785-100%$81.8K———
Frazier Financial Advisors, LLC
N/A—1,533-1,533-100%$70.2K———
UBS Group AG
N/A—1,192-1,192-100%$54.6K———
FMR LLC
N/A—92-92-100%$4.2K———
Global Retirement Partners, LLC
N/A—20-20-100%$916———
Arax Advisory Partners
N/A—8-8-100%$366———
Wells Fargo & Company
N/A—1-1-100%$66———
Showing 75 of 75 institutions