WISDOMTREE INC - NOTE 5.750% 8/1

Historical Holders from Q4 2023 to Q3 2025

Type / Class
Debt / NOTE 5.750% 8/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
1,921,000
Holdings value
$3,021,590
% of all portfolios
0%
Number of holders
2
Number of buys
1
Number of sells
-5
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of WISDOMTREE INC - NOTE 5.750% 8/1

Period Principal Value Change Price Investors
2025 Q3 1,921,000 $3,021,590 -$29,432,395 $1.45 2
2025 Q2 24,035,000 $32,453,985 +$20,414 $1.32 6
2025 Q1 24,020,000 $27,909,570 -$69,263 $1.16 6
2024 Q4 24,042,000 $30,906,026 +$271,971 $1.29 8
2024 Q3 23,887,000 $29,731,928 -$95,828,868 $1.24 8
2024 Q2 105,034,773 $129,380,831 +$9,155,655 $1.23 23
2024 Q1 97,545,273 $138,285,511 +$132,633,301 $1.17 15
2023 Q4 1,300,000 $1,380,292 $1.06 1