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Steward Partners Investment Advisory’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-600
Closed -$11.3K – 3613
2023
Q4 		$11.3K Buy
+600
New +$10.8K ﹤0.01% 2652

Other funds holding HYIN

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CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's HYIN Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q1 2024, closing a stake of 600 shares — an estimated $11.3K sold.

Steward Partners Investment Advisory first reported a position in HYIN in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 6 funds tracked by Wall St. Rank hold HYIN as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2024, an estimated $11.3K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's WisdomTree Private Credit and Alternative Income Fund position peaked at $11.3K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.