Romano Brothers & Co’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Romano Brothers & Co’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	-175	Closed	-$3.06K	–	585
2022 Q4	$3.06K	Buy	+175	New	+$3.13K	﹤0.01%	890

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 $8.83B AUM 38.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Romano Brothers & Co's HYIN Position: Q1 2023 in Review

Romano Brothers & Co sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q1 2023, closing a stake of 175 shares — an estimated $3.06K sold.

Romano Brothers & Co first reported a position in HYIN in Q4 2022 and held it in 1 quarter. The position peaked at $3.06K in Q4 2022. 7 funds tracked by Wall St. Rank hold HYIN as of Q1 2023.

Romano Brothers & Co reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 175 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2023, an estimated $3.06K.
Romano Brothers & Co first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's WisdomTree Private Credit and Alternative Income Fund position peaked at $3.06K in Q4 2022.
7 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.