WISDOMTREE PRV CRD & ALT INC (HYIN) Institutional Ownership Changes & 13F Activity
WISDOMTREE PRV CRD & ALT INC (HYIN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Uhlmann Price Securities, Llc, Cetera Investment Advisers, Breachway Investments Llc, Haven Private, Llc, and Wealthplan Investment Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Sell | -2,965 | -27.8% | 7,690 | $109.97K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +585 | — | 585 | $8.37K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +5 | +500.0% | 6 | $86.00 | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +1.0% | 104 | $1.49K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -52,235 | -77.9% | 14,776 | $211.29K | Q2 2026 | Aug 12, 2026 |
| Haven Private, Llc | Buy | +16,150 | — | 16,150 | $230.94K | Q2 2026 | Jul 29, 2026 |
| Wealthplan Investment Management, Llc | Sell | -12,358 | -2.9% | 411,948 | $5.89M | Q2 2026 | Jul 28, 2026 |
| Wealthplan Partners, Llc | Buy | +12,003 | +62.1% | 31,344 | $448.22K | Q2 2026 | Jul 28, 2026 |
| Uhlmann Price Securities, Llc | Buy | +104,892 | +106.3% | 203,590 | $2.91M | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | Buy | +678 | +2.9% | 24,314 | $347.69K | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, Llc | Sell | -2,290 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -200 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Breachway Investments Llc | Sell | -19,315 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 13, 2026 |
Frequently asked questions about HYIN activity
Which institutional owners are buying HYIN?
Institutional owners buying HYIN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HYIN activity?
"Buy" means an investor increased their reported position in HYIN compared to the prior reporting period. This reflects growing exposure to WISDOMTREE PRV CRD & ALT INC (HYIN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HYIN increasing?
Institutional interest in HYIN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.