Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / ALTRNTVE INCM FD
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Number of holders
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7
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Total 13F shares, excl. options
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12.1K
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Shares change
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-15.2K
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Total reported value, excl. options
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$213K
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Value change
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-$267K
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Number of buys
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3
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Number of sells
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-4
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Price
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$17.54
Significant Holders of WISDOMTREE TR - ALTRNTVE INCM FD (HYIN) as of Q1 2023
9 filings reported holding HYIN - WISDOMTREE TR - ALTRNTVE INCM FD as of Q1 2023.
WISDOMTREE TR - ALTRNTVE INCM FD (HYIN) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.1K shares
.
Largest 9 shareholders include Belpointe Asset Management LLC (3.89K shares), Advisory Services Network, LLC (3.72K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.5K shares), UBS Group AG (1.39K shares), ADVISOR GROUP HOLDINGS, INC. (1.27K shares), Ameritas Advisory Services, LLC (365 shares), FMR LLC (1 shares), CITADEL ADVISORS LLC (0 shares), and ROMANO BROTHERS AND COMPANY (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.