CFO4Life Group’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

CFO4Life Group’s Portfolio HYIN Stock Details HYIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16,187	Closed	-$299K	–	222
2024 Q2	$299K	Hold	16,187	–	–	0.06%	148
2024 Q1	$304K	Hold	16,187	–	–	0.06%	148
2023 Q4	$306K	Buy	+16,187	New	+$292K	0.06%	139

Other funds holding HYIN

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFO4Life Group's HYIN Position: Q3 2024 in Review

CFO4Life Group sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q3 2024, closing a stake of 16,187 shares — an estimated $299K sold.

CFO4Life Group first reported a position in HYIN in Q4 2023 and held it in 3 quarters. The position peaked at $306K in Q4 2023. 6 funds tracked by Wall St. Rank hold HYIN as of Q3 2024.

CFO4Life Group reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q3 2024 after selling out during the quarter.
CFO4Life Group sold 16,187 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2024, an estimated $299K.
CFO4Life Group first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2023 and held it in 3 quarters.
CFO4Life Group's WisdomTree Private Credit and Alternative Income Fund position peaked at $306K in Q4 2023.
6 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2024.

Based on CFO4Life Group's 13F filing for Q3 2024, filed 12 Nov 2024.