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Wisdomtree PRV CRD & ALT Inc (HYIN)

CUSIP: 97717Y626 | NYSE | 41 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WealthPlan Investment Management, LLC487,470
0.3% of portfolio›$6.2M
Uhlmann Price Securities, LLC211,652
0.1% of portfolio›$2.7M
WealthPLAN Partners, LLC44,441
0.1% of portfolio›$567.1K
Prospera Financial Services Inc23,896
0.0% of portfolio›$289.8K
Delta Investment Management, LLC22,932
0.0% of portfolio›$292.6K
Haven Private, LLC16,037
0.1% of portfolio›$204.6K
Ascentis Independent Advisors7,268
0.0% of portfolio›$92.7K
Signature Equity Partners, LLC1,000
0.0% of portfolio›$12.8K
Farther Finance Advisors, LLC435
0.0% of portfolio›$5.6K
StyleTurnoverLocationFiled
WealthPlan Investment Management, LLC
487,470$6.2M0.3%GrowthMediumOmaha, NE2026-10-15
Uhlmann Price Securities, LLC
211,652$2.7M0.1%Agg GrowthLowSkokie, IL2026-11-03
WealthPLAN Partners, LLC
44,441$567.1K0.1%CoreMediumOmaha, NE2026-10-15
Prospera Financial Services Inc
23,896$289.8K0.0%CoreMediumDallas, TX2026-11-04
Delta Investment Management, LLC
22,932$292.6K0.0%CoreHighSan Francisco, CA2026-11-09
Haven Private, LLC
16,037$204.6K0.1%ETFMediumOrlando, FL2026-10-27
Ascentis Independent Advisors
7,268$92.7K0.0%ETFLowDallas, TX2026-11-03
Signature Equity Partners, LLC
1,000$12.8K0.0%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
435$5.6K0.0%IndexLowSan Francisco, CA2026-10-08