CWM
HYIN icon

Consultiva Wealth Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Consultiva Wealth Management’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
2025
Q3 		– Sell
-1,000
Closed -$17.2K – 264
2025
Q2 		$17.2K Hold
1,000
– – 0.05% 179
2025
Q1 		$17.8K Buy
+1,000
New +$18.2K 0.06% 165

Other funds holding HYIN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consultiva Wealth Management's HYIN Position: Q3 2025 in Review

Consultiva Wealth Management sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q3 2025, closing a stake of 1,000 shares — an estimated $17.2K sold.

Consultiva Wealth Management first reported a position in HYIN in Q1 2025 and held it in 2 quarters. The position peaked at $17.8K in Q1 2025. 8 funds tracked by Wall St. Rank hold HYIN as of Q3 2025.

  • Consultiva Wealth Management reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,000 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2025, an estimated $17.2K.
  • Consultiva Wealth Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $17.8K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.