16 institutions reported holding $10.5M of WISDOMTREE TR (HYIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: WealthPlan Investment Management, LLC ($5.9M), UHLMANN PRICE SECURITIES, LLC ($2.9M), WealthPLAN Partners, LLC ($448,219), Prospera Financial Services Inc ($347,685), Delta Investment Management, LLC ($333,004). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | $5.9M | 411,948 | Trimmed |
| 2 | UHLMANN PRICE SECURITIES, LLC | $2.9M | 203,590 | Added |
| 3 | WealthPLAN Partners, LLC | $448,219 | 31,344 | Added |
| 4 | Prospera Financial Services Inc | $347,685 | 24,314 | Added |
| 5 | Delta Investment Management, LLC | $333,004 | 23,287 | Hold |
| 6 | Haven Private, LLC | $230,945 | 16,150 | New |
| 7 | Cetera Investment Advisers | $211,291 | 14,776 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $109,975 | 7,690 | Trimmed |
| 9 | Signature Equity Partners, LLC | $14,300 | 1,000 | Hold |
| 10 | UBS Group AG | $8,366 | 585 | New |
| 11 | Farther Finance Advisors, LLC | $6,221 | 435 | Hold |
| 12 | AE Wealth Management LLC | $2,860 | 200 | Hold |
| 13 | MORGAN STANLEY | $1,488 | 104 | Added |
| 14 | FMR LLC | $86 | 6 | Added |
| 15 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 16 | Breachway Investments LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30