WISDOMTREE INC - NOTE 5.750% 8/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Debt / NOTE 5.750% 8/1
Market price (% of par)
145.34%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$1,921,000
Total reported market value
$3,021,590
Principal change
-$22,114,000
Market value change
-$29,431,975
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding $1,921,000 in principal (par value) of WISDOMTREE INC - NOTE 5.750% 8/1.

Institutional Holders of WISDOMTREE INC - NOTE 5.750% 8/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $1,921,000 $3,021,590 -$29,431,975 145.34% 2
2025 Q2 $24,035,000 $32,453,985 +$20,414 131.71% 6
2025 Q1 $24,020,000 $27,909,570 -$69,286 116.25% 6
2024 Q4 $24,042,000 $30,906,026 +$271,972 128.58% 8
2024 Q3 $23,887,000 $29,731,928 -$95,829,169 124.09% 8
2024 Q2 $105,034,773 $129,380,831 +$9,155,750 122.9% 23
2024 Q1 $97,545,273 $141,434,609 +$135,781,991 117.43% 15