WisdomTree Trust - HYIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | History | New | 137,363 | 2,182 | 0.14% | — | 1 | +137,363 | New | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 57,151 | 908 | 0.0% | 0.0% | 2 | +10,108 | 21.49% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 27,146 | 431 | 0.01% | 0.02% | 3 | -17,623 | -39.36% | Q4 2025 | Feb 12, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 21,450 | 369 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Delta Investment Management, LLC | History | New | 22,424 | 356 | 0.06% | — | 5 | +22,424 | New | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | New | 21,675 | 344 | 0.01% | — | 6 | +21,675 | New | Q4 2025 | Feb 09, 2026 |
| Breachway Investments LLC | History | New | 19,671 | 312 | 0.33% | — | 7 | +19,671 | New | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,744 | 250 | 0.0% | — | 8 | +15,744 | New | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | New | 14,232 | 226 | 0.03% | — | 9 | +14,232 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,869 | 204 | 0.0% | 0.0% | 10 | +2,047 | 18.92% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,785 | 171 | 0.0% | — | 11 | +10,785 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,036 | 80 | 0.0% | — | 12 | +5,036 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 1,086 | 17 | 0.0% | — | 13 | +1,086 | New | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 1,000 | 15 | 0.01% | — | 14 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 371 | 5 | 0.0% | — | 15 | +371 | New | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 102 | 1 | 0.0% | — | 17 | +100 | 5000.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,703 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |