21 institutions reported holding $10.0M of WISDOMTREE TR (HYIN) in SEC 13F filings for 2026-03-31. Largest institutional holders: WealthPlan Investment Management, LLC ($6.1M), UHLMANN PRICE SECURITIES, LLC ($1.4M), Cetera Investment Advisers ($966,298), Prospera Financial Services Inc ($340,825), Delta Investment Management, LLC ($335,799). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | $6.1M | 424,306 | Added |
| 2 | UHLMANN PRICE SECURITIES, LLC | $1.4M | 98,698 | New |
| 3 | Cetera Investment Advisers | $966,298 | 67,011 | Added |
| 4 | Prospera Financial Services Inc | $340,825 | 23,636 | Added |
| 5 | Delta Investment Management, LLC | $335,799 | 23,287 | Added |
| 6 | WealthPLAN Partners, LLC | $278,897 | 19,341 | Added |
| 7 | Breachway Investments LLC | $276,783 | 19,315 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $153,651 | 10,655 | Trimmed |
| 9 | Advisory Services Network, LLC | $33,024 | 2,290 | New |
| 10 | Signature Equity Partners, LLC | $14,420 | 1,000 | Hold |
| 11 | Farther Finance Advisors, LLC | $6,234 | 435 | New |
| 12 | AE Wealth Management LLC | $2,884 | 200 | Hold |
| 13 | MORGAN STANLEY | $1,496 | 103 | Added |
| 14 | FMR LLC | $14 | 1 | Hold |
| 15 | WEDBUSH SECURITIES INC | $0 | 0 | Exited |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 19 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 20 | PNC Financial Services Group, Inc. | $0 | 0 | Exited |
| 21 | Euro Pacific Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31