Q2 2025 13F Holders as of 6/30/2025
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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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9
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Total 13F shares, excl. options
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111K
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Shares change
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-22.9K
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Total reported value, excl. options
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$1.91M
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Value change
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-$419K
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Number of buys
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3
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Number of sells
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-5
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Price
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$17.22
Significant Holders of WISDOMTREE TR - ALTRNTVE INCM FD (HYIN) as of Q2 2025
13 filings reported holding HYIN - WISDOMTREE TR - ALTRNTVE INCM FD as of Q2 2025.
WISDOMTREE TR - ALTRNTVE INCM FD (HYIN) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 111K shares
.
Largest 10 shareholders include WEDBUSH SECURITIES INC (44K shares), Cetera Investment Advisers (33.4K shares), Euro Pacific Asset Management, LLC (21.5K shares), OSAIC HOLDINGS, INC. (10.4K shares), CONSULTIVA WEALTH MANAGEMENT, CORP. (1K shares), Park Square Financial Group, LLC (500 shares), AE Wealth Management LLC (200 shares), MORGAN STANLEY (1 shares), FMR LLC (1 shares), and AMERIFLEX GROUP, INC. (0 shares).
This table shows the top 9 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.