IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree PRV CRD & ALT Inc (HYIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
WealthPlan Investment Management, LLC
INCREASED
Shares487,470 from 411,948
Change+75,522 (+18%)
Value$6.2M (+$329.3K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
INCREASED
Shares211,652 from 203,590
Change+8,062 (+4%)
Value$2.7M (-$210.7K)
Filed 2026-11-03
WealthPLAN Partners, LLC
INCREASED
Shares44,441 from 31,344
Change+13,097 (+42%)
Value$567.1K (+$118.8K)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares23,896 from 24,314
Change-418 (-2%)
Value$289.8K (-$57.9K)
Filed 2026-11-04
Delta Investment Management, LLC
DECREASED
Shares22,932 from 23,287
Change-355 (-2%)
Value$292.6K (-$40.4K)
Filed 2026-11-09
Haven Private, LLC
DECREASED
Shares16,037 from 16,150
Change-113 (-1%)
Value$204.6K (-$26.3K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares7,268
Change+7,268
Value$92.7K
Filed 2026-11-03
Signature Equity Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.8K (-$1.5K)
Filed 2026-10-29
Farther Finance Advisors, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$5.6K (-$670)
Filed 2026-10-08
Cetera Investment Advisers
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
UBS Group AG
N/A
Shares— from 585
Change-585 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 104
Change-104 (-100%)
Value—
FMR LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
WealthPlan Investment Management, LLC
INCREASED487,470411,948+75,522+18%$5.9M$6.2M+$329.3K2026-10-15
Uhlmann Price Securities, LLC
INCREASED211,652203,590+8,062+4%$2.9M$2.7M-$210.7K2026-11-03
WealthPLAN Partners, LLC
INCREASED44,44131,344+13,097+42%$448.2K$567.1K+$118.8K2026-10-15
Prospera Financial Services Inc
DECREASED23,89624,314-418-2%$347.7K$289.8K-$57.9K2026-11-04
Delta Investment Management, LLC
DECREASED22,93223,287-355-2%$333.0K$292.6K-$40.4K2026-11-09
Haven Private, LLC
DECREASED16,03716,150-113-1%$230.9K$204.6K-$26.3K2026-10-27
Ascentis Independent Advisors
NEW7,268—+7,268——$92.7K—2026-11-03
Signature Equity Partners, LLC
UNCHANGED1,0001,00000%$14.3K$12.8K-$1.5K2026-10-29
Farther Finance Advisors, LLC
UNCHANGED43543500%$6.2K$5.6K-$6702026-10-08
Cetera Investment Advisers
N/A—14,776-14,776-100%$211.3K———
Osaic Holdings, Inc.
N/A—7,690-7,690-100%$110.0K———
UBS Group AG
N/A—585-585-100%$8.4K———
AE Wealth Management LLC
N/A—200-200-100%$2.9K———
Morgan Stanley
N/A—104-104-100%$1.5K———
FMR LLC
N/A—6-6-100%$86———
Showing 15 of 15 institutions