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Wisdomtree Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr (HYIN) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 137k 15.89

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View all positions for WealthPlan Investment Management

Top funds holding Wisdomtree Tr

WealthPlan Investment Management
Cetera Investment Advisers
Wedbush Morgan Securities
Delta Investment Management
Euro Pacific Asset Management
Breachway Investments
Advisor Group Holdings
Cambridge Investment Research Advisors
Advisory Services Network
UBS Group
Pnc Financial Services
AE Wealth Management
FMR

View all funds holding Wisdomtree Tr