Wisdomtree PRV CRD & AltHYINETF

13F holders, Q4 2024 (December 31)
8holders +2
2new positions
2sold out
$17.95avg. 13F price*

At the end of Q4 2024, 8 institutions reported holding Wisdomtree PRV CRD & Alt Inc. (HYIN) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($560K), Wedbush Securities Inc. ($533K) and Osaic Holdings, Inc. ($52K).

Company
Wisdomtree PRV CRD & Alt Inc.
CUSIP
97717Y626
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 6Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 8Q4 2024Q1 2025: 12Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 18Q4 2025Q1 2026: 14Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$4K
Exits2$281K

All 13F filers, Q3 2024 → Q4 2024: 19,671 shares bought and 14,723 shares sold, net +4,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Envestnet Asset Management Inc. 0.00% Add +104.0% 31,168 $560K
Wedbush Securities Inc. 0.02% Add +2.8% 29,694 $533K
Osaic Holdings, Inc. 0.00% Add +2157.4% 2,912 $52K
Park Square Financial Group, LLC 0.01% — 500 $9K
AE Wealth Management LLC 0.00% New 200 $4K
Ameriflex Group, Inc. 0.00% — 133 $2K
FMR LLC 0.00% Reduce -45.5% 6 $108
Morgan Stanley 0.00% New 2 $45

"% of holder's portfolio" is HYIN's weight in each manager's 13F, not the share of Wisdomtree PRV CRD & Alt Inc. the manager owns.