Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y626PRIVATE CREDITHYINQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthplan Investment Management, LLC | 424.3K | $6.12M |
| 2 | Uhlmann Price Securities, LLC | 98.7K | $1.42M |
| 3 | Cetera Investment Advisers | 67.0K | $966.3K |
| 4 | Prospera Financial Services Inc | 23.6K | $340.8K |
| 5 | Delta Investment Management, LLC | 23.3K | $335.8K |
| 6 | Wealthplan Partners, LLC | 19.3K | $278.9K |
| 7 | Breachway Investments LLC | 19.3K | $276.8K |
| 8 | Osaic Holdings, Inc. | 10.7K | $153.7K |
| 9 | Advisory Services Network, LLC | 2.3K | $33.0K |
| 10 | Signature Equity Partners, LLC | 1.0K | $14.4K |