WISDOMTREE TR (HYIN)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
14
Reporting holders
$10.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | $5.9M | 411,948 | 0.29% | 3q | -2.9%-$176.7K |
| UHLMANN PRICE SECURITIES, LLC | $2.9M | 203,590 | 0.11% | 2q | +106.3%+$1.5M |
| WealthPLAN Partners, LLC | $448.2K | 31,344 | 0.09% | 3q | +62.1%+$171.6K |
| Prospera Financial Services Inc | $347.7K | 24,314 | 0.01% | 3q | +2.9%+$9.7K |
| Delta Investment Management, LLC | $333.0K | 23,287 | 0.05% | 3q | HELD |
| Haven Private, LLC | $230.9K | 16,150 | 0.09% | new | NEW |
| Cetera Investment Advisers | $211.3K | 14,776 | 0.00% | 6q | -77.9%-$746.9K |
| OSAIC HOLDINGS, INC. | $110.0K | 7,690 | 0.00% | 17q | -27.8%-$42.4K |
| Signature Equity Partners, LLC | $14.3K | 1,000 | 0.01% | 3q | HELD |
| UBS Group AG | $8.4K | 585 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.2K | 435 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $2.9K | 200 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $1.5K | 104 | 0.00% | 7q | +1.0% |
| FMR LLC | $86 | 6 | 0.00% | 5q | +500.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $10.5M | 735,429 | 2 | 5 | 3 | 0.0% |
| Q1 2026 | 14 | $10.0M | 690,278 | 3 | 6 | 2 | 0.0% |
| Q4 2025 | 15 | $4.9M | 308,925 | 8 | 3 | 0 | 0.0% |
| Q3 2025 | 6 | $1.0M | 60,771 | 1 | 3 | 0 | 0.0% |
| Q2 2025 | 7 | $783.6K | 45,506 | 1 | 1 | 1 | 0.0% |
| Q1 2025 | 10 | $1.3M | 71,010 | 5 | 2 | 1 | 0.0% |
| Q4 2024 | 7 | $627.1K | 34,921 | 2 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $574.5K | 30,140 | 2 | 1 | 0 | 0.0% |
| Q2 2024 | 5 | $553.1K | 29,970 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $587.6K | 31,315 | 0 | 2 | 0 | 0.0% |
| Q4 2023 | 8 | $673.6K | 35,681 | 7 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $59.1K | 13,964 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $310.2K | 16,808 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 7 | $212.7K | 12,129 | 1 | 3 | 2 | 0.0% |
| Q4 2022 | 9 | $482.0K | 27,555 | 6 | 2 | 1 | 0.0% |
| Q3 2022 | 3 | $361.0K | 22,003 | 1 | 0 | 2 | 0.0% |
| Q2 2022 | 2 | $63.0K | 3,268 | 1 | 1 | 0 | 0.0% |
| Q1 2022 | 5 | $884.0K | 37,828 | 3 | 2 | 0 | 0.0% |
| Q4 2021 | 4 | $299.0K | 11,872 | 2 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $1.0K | 48 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $778.0K | 30,362 | 1 | 0 | 0 | 0.0% |