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 | Added to | 487,470 | 6,220 | 0.3% | 0.29% | 1 | +75,522 | 18.33% | Q3 2026 | Oct 15, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 211,652 | 2,700 | 0.15% | 0.11% | 2 | +8,062 | 3.96% | Q3 2026 | Nov 03, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 44,441 | 567 | 0.1% | 0.09% | 3 | +13,097 | 41.78% | Q3 2026 | Oct 15, 2026 |
| Delta Investment Management, LLC | History | No change | 23,287 | 333 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 23,896 | 289 | 0.0% | 0.01% | 5 | -418 | -1.72% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 14,776 | 211 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haven Private, LLC | History | Reduced | 16,037 | 204 | 0.08% | 0.09% | 7 | -113 | -0.7% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,690 | 109 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 7,268 | 92 | 0.01% | — | 9 | +7,268 | New | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,000 | 12 | 0.0% | 0.01% | 10 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 585 | 8 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 435 | 5 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 104 | 1 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |