WisdomTree Private Credit and Alternative Income Fund
HYIN
7 hedge funds and large institutions have $213K invested in WisdomTree Private Credit and Alternative Income Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3.21% less ownership
Funds ownership: 5.3% → 2.09% (-3.2%)
22% less funds holding
Funds holding: 9 → 7 (-2)
56% less capital invested
Capital invested by funds: $482K → $213K (-$269K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.81K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.92K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$255K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.64K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.5K |
| 5 |
RBC
Romano Brothers & Co
Evanston,
Illinois
|
-$3.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $68.2K | +$1.62K | +87 | +2% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $65.2K | +$1.92K | +103 | +3% |
|
3
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $26.3K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $24.4K | -$6.64K | -356 | -20% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $22.3K | -$13.1K | -700 | -36% |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $6.38K | +$6.81K | +365 | New |
|
7
Fidelity Investments
Boston,
Massachusetts
| $18 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$255K | -14,563 | Closed |
|
|
MCC
9
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$3.5K | -200 | Closed |
|
|
RBC
10
Romano Brothers & Co
Evanston,
Illinois
| – | -$3.06K | -175 | Closed |
|
HYIN Hedge Fund Activity: Q1 2023 in Review
7 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Private Credit and Alternative Income Fund (HYIN) for Q1 2023, worth a combined $213K — down 56% from $482K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HYIN and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $6.81K. The largest seller was Citadel Advisors, exiting entirely with an estimated $255K sold.
- 7 institutional investors held WisdomTree Private Credit and Alternative Income Fund (HYIN) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $213K of WisdomTree Private Credit and Alternative Income Fund stock for Q1 2023, down 56% quarter-over-quarter.
- 1 fund opened new WisdomTree Private Credit and Alternative Income Fund positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree Private Credit and Alternative Income Fund buyer in Q1 2023 was Ameritas Advisory Services, an estimated $6.81K added.
- The largest WisdomTree Private Credit and Alternative Income Fund seller in Q1 2023 was Citadel Advisors, an estimated $255K sold.
Based on aggregated 13F filings for Q1 2023.