MCC
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Money Concepts Capital’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-200
Closed -$3.5K – 1600
2022
Q4 		$3.5K Buy
+200
New +$3.58K ﹤0.01% 2497

Other funds holding HYIN

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's HYIN Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q1 2023, closing a stake of 200 shares — an estimated $3.5K sold.

Money Concepts Capital first reported a position in HYIN in Q4 2022 and held it in 1 quarter. The position peaked at $3.5K in Q4 2022. 7 funds tracked by Wall St. Rank hold HYIN as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2023, an estimated $3.5K.
  • Money Concepts Capital first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's WisdomTree Private Credit and Alternative Income Fund position peaked at $3.5K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.