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HYIN · WisdomTree Private Credit and Alternative Income Fund ETF

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$14.23 +0.06 (+0.39%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 9
Total Value: $1,110,190
Total Shares: 61,832

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 9 13F filers · Δ vs Sep 30, 2024
Top Holder
50.4%
Mar 2022 → Dec 2024 · range 32.0% – 91.7%
+1.5 pts
Top 5
99.8%
Mar 2022 → Dec 2024 · range 93.2% – 100.0%
−0.2 pts
Top 10
100.0%
Mar 2022 → Dec 2024 · range 100.0% – 100.0%
0.0 pts
HHI
4,848
Mar 2022 → Dec 2024 · range 2,369 – 8,444
Highly concentrated+1,244

Quarterly Activity

vs Sep 30, 2024
New
4
Increased
2
Decreased
1
Sold Out
2
Unchanged
2
Holder count: +2
Institutional value: -1.3%
Shares held: +4.7%

Top Buyers

vs Sep 30, 2024
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +15,886 31,168
WEDBUSH SECURITIES INC +800 29,694

Top Sellers

vs Sep 30, 2024
Institution Sold Now Holds Open
FMR LLC −5 6

Top New Positions

vs Sep 30, 2024
Institution Acquired Value (USD) Open
Park Square Financial Group, LLC 500 $8,977
AE Wealth Management LLC 200 $3,591
AMERIFLEX GROUP, INC. 133 $2,388
MORGAN STANLEY 2 $35

Top Sold-Out Positions

vs Sep 30, 2024
Institution Previously Held Last Value (USD) Open
SFI Advisors, LLC 13,652 $260,234
UBS Group AG 1,066 $20,320
Filter: New 4 Increased 2 Reduced 1 Sold out 2 Unchanged 2
Showing 9 of 9
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
ENVESTNET ASSET MANAGEMENT INC HYIN $559,621 50.41% 31,168
WEDBUSH SECURITIES INC HYIN $533,155 48.02% 29,694
Park Square Financial Group, LLC HYIN $8,977 0.81% 500
AE Wealth Management LLC HYIN $3,591 0.32% 200
AMERIFLEX GROUP, INC. HYIN $2,388 0.22% 133
OSAIC HOLDINGS, INC. HYIN $2,316 0.21% 129
FMR LLC HYIN $107 0.01% 6
MORGAN STANLEY HYIN $35 0.00% 2
PROEQUITIES, INC. HYIN $0 0.00% 0