Belpointe Asset Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,886
Closed -$68.2K 1812
2023
Q1
$68.2K Buy
3,886
+87
+2% +$1.62K ﹤0.01% 1534
2022
Q4
$66.5K Buy
+3,799
New +$68.1K ﹤0.01% 1457

Other funds holding HYIN

Belpointe Asset Management's HYIN Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q2 2023, closing a stake of 3,886 shares — an estimated $68.2K sold.

Belpointe Asset Management first reported a position in HYIN in Q4 2022 and held it in 2 quarters. The position peaked at $68.2K in Q1 2023. 3 funds tracked by Wall St. Rank hold HYIN as of Q2 2023.

  • Belpointe Asset Management reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,886 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2023, an estimated $68.2K.
  • Belpointe Asset Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $68.2K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.