WISDOMTREE INC - NOTE 3.250% 6/1

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Debt / NOTE 3.250% 6/1
Market price (% of par)
115.68%
Total 13F principal
$128,086,344
Principal change
-$14,493,000
Total reported market value
$148,292,350
Number of holders
16
Value change
-$17,164,625
Number of buys
3
Number of sells
5

Institutional Holders of WISDOMTREE INC - NOTE 3.250% 6/1 as of Q4 2025

As of 31 Dec 2025, WISDOMTREE INC - NOTE 3.250% 6/1 was held by 16 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $128,086,344 in principal (par value) of the bond. The largest 10 bondholders included Jain Global LLC, WOLVERINE ASSET MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, Walleye Capital LLC, CITIGROUP INC, Point72 Asset Management, L.P., Alberta Investment Management Corp, SMH CAPITAL ADVISORS INC, D. E. Shaw & Co., Inc., and Brevan Howard Capital Management LP. This page lists 16 institutional bondholders reporting positions for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.