13FBOX
WISDOMTREE TR · 13F Institutional Holdings
Options Calculator Rankings
W

WISDOMTREE TR

HYIN
Institutions
14
Combined AUM (Q2 2026)
$10.5M
Combined Shares (Q2 2026)
735,429
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+134,415
7 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-89,163
5 · 2 Exit · ≈
⚖️ Net
+45,252
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.5M
Institutions
14
New Buys
2
Adds
5
Reduces
3
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WealthPlan Investment Management, LLC
0.29%0.34%#1$5.9M411,948$6.1M424,306-12,358-2.91%Reduce
UHLMANN PRICE SECURITIES, LLC
0.11%0.1%#2$2.9M203,590$1.4M98,698+104,892+106.28%Add
WealthPLAN Partners, LLC
0.09%0.05%#4$448,21931,344$278,89719,341+12,003+62.06%Add
Prospera Financial Services Inc
0.01%0.01%#7$347,68524,314$340,82523,636+678+2.87%Add
Delta Investment Management, LLC
0.05%0.06%#5$333,00423,287$335,79923,28700.00%Unchanged
Haven Private, LLC
0.09%#3$230,94516,150$00+16,150New Buy
Cetera Investment Advisers
<0.01%<0.01%#8$211,29114,776$966,29867,011-52,235-77.95%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$109,9757,690$153,65110,655-2,965-27.83%Reduce
Signature Equity Partners, LLC
0.01%0.01%#6$14,3001,000$14,4201,00000.00%Unchanged
UBS Group AG
<0.01%#12$8,366585$00+585New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#10$6,221435$6,23443500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#11$2,860200$2,88420000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#13$1,488104$372+102+5,100.00%Add
FMR LLC
<0.01%<0.01%#14$866$141+5+500.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow