Creative Financial Designs’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-100	Closed	-$1.88K	–	1681
2024 Q1	$1.88K	Hold	100	–	–	﹤0.01%	1492
2023 Q4	$1.89K	Buy	+100	New	+$1.8K	﹤0.01%	1436

Other funds holding HYIN

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

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Financial Designs's HYIN Position: Q2 2024 in Review

Creative Financial Designs sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q2 2024, closing a stake of 100 shares — an estimated $1.88K sold.

Creative Financial Designs first reported a position in HYIN in Q4 2023 and held it in 2 quarters. The position peaked at $1.89K in Q4 2023. 6 funds tracked by Wall St. Rank hold HYIN as of Q2 2024.

Creative Financial Designs reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 100 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2024, an estimated $1.88K.
Creative Financial Designs first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2023 and held it in 2 quarters.
Creative Financial Designs's WisdomTree Private Credit and Alternative Income Fund position peaked at $1.89K in Q4 2023.
6 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.