HYIN Institutional Ownership
WisdomTree Private Credit & Alternative Income Fund
1W: -2.8%
1M: -10.8%
3M: -11.4%
YTD: -19.7%
1Y: -23.3%
3Y: -9.1%
5Y: -19.6%
$12.62
-0.13 (-1.02%)
Weekly Expected Move ±1.8%
$12
$12
$13
$13
$13
Overview
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Holdings
Changes
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Short Interest
Dividends
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Institutional Ownership — HYIN
16
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
2
New Positions
5
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | 411,948 | 5M | -12,358 | -2.9% | 3Q | SEC ↗ |
| 2 | UHLMANN PRICE SECURITIES, LLC | 203,590 | 3M | +104,892 | +106.3% | 2Q | SEC ↗ |
| 3 | WealthPLAN Partners, LLC | 31,344 | 396K | +12,003 | +62.1% | 3Q | SEC ↗ |
| 4 | Prospera Financial Services Inc | 24,314 | 307K | +678 | +2.9% | 3Q | SEC ↗ |
| 5 | Delta Investment Management, LLC | 23,287 | 294K | — | +0.0% | 3Q | SEC ↗ |
| 6 | Haven Private, LLC NEW | 16,150 | 204K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 14,776 | 186K | -52,235 | -77.9% | 6Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 7,690 | 97K | -2,965 | -27.8% | 17Q | SEC ↗ |
| 9 | Signature Equity Partners, LLC | 1,000 | 13K | — | +0.0% | 3Q | SEC ↗ |
| 10 | UBS Group AG NEW | 585 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 435 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 12 | AE Wealth Management LLC | 200 | 3K | — | +0.0% | 7Q | SEC ↗ |
| 13 | MORGAN STANLEY | 104 | 1K | +1 | +1.0% | 7Q | SEC ↗ |
| 14 | FMR LLC | 6 | 0K | +5 | +500.0% | 5Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 0 | 0K | -5,036 | -100.0% | 1Q | SEC ↗ |
| 16 | Breachway Investments LLC | 0 | 0K | -19,315 | -100.0% | 2Q | SEC ↗ |
| 17 | PNC Financial Services Group, Inc. | 0 | 0K | -371 | -100.0% | 1Q | SEC ↗ |
| 18 | WEDBUSH SECURITIES INC | 0 | 0K | -27,146 | -100.0% | 10Q | SEC ↗ |
| 19 | Euro Pacific Asset Management, LLC | 0 | 0K | -21,450 | -100.0% | 4Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 0 | 0K | -15,744 | -100.0% | 1Q | SEC ↗ |
| 21 | Advisory Services Network, LLC | 0 | 0K | -2,290 | -100.0% | 1Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 0 | 0K | -10,785 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Haven Private, LLC | 16,150 | 204K |
| UBS Group AG | 585 | 7K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WEDBUSH SECURITIES INC | 27,146 | 343K |
| Euro Pacific Asset Management, LLC | 21,450 | 271K |
| Breachway Investments LLC | 19,315 | 244K |
| CITADEL ADVISORS LLC | 15,744 | 199K |
| Cambridge Investment Research Advis | 10,785 | 136K |
| Kestra Advisory Services, LLC | 5,036 | 64K |
| Advisory Services Network, LLC | 2,290 | 29K |
| PNC Financial Services Group, Inc. | 371 | 5K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UHLMANN PRICE SECURITIES, LLC | +104,892 | +106.3% | 203,590 |
| WealthPLAN Partners, LLC | +12,003 | +62.1% | 31,344 |
| Prospera Financial Services Inc | +678 | +2.9% | 24,314 |
| FMR LLC | +5 | +500.0% | 6 |
| MORGAN STANLEY | +1 | +1.0% | 104 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -52,235 | -77.9% | 14,776 |
| WealthPlan Investment Management, L | -12,358 | -2.9% | 411,948 |
| OSAIC HOLDINGS, INC. | -2,965 | -27.8% | 7,690 |