# WISDOMTREE   INC NOTE       3.250%     8/1

WISDOMTREE   INC NOTE       3.250%     8/1 is a security (CUSIP 97717PAH7) tracked across SEC portfolio filings. 17 institutional managers reported $39.3M on Form 13F as of 2026-06-30; 3 registered fund positions totaling $6.4M via N-PORT as of 2026-05-31.

## Summary

- Issuer: WISDOMTREE   INC
- Class: NOTE       3.250%     8/1
- CUSIP: 97717PAH7
- Asset category: DBT
- 13F holders: 17
- 13F value: $39.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 3
- N-PORT value: $6.4M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 17 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MILLENNIUM MANAGEMENT LLC | NEW YORK, NY | $13.5M | 10,000,000 |
| [Calamos Advisors LLC](https://search.stillhousedata.com/firm/105758) | NAPERVILLE, IL | $7.1M | 4,644,000 |
| KIM, LLC | WICHITA, KS | $5.4M | 4,000,000 |
| FMR LLC | BOSTON, MA | $3.6M | 2,675,000 |
| Warberg Asset Management LLC | WINNETKA, IL | $3.3M | 2,500,000 |
| [Voya Investment Management LLC](https://search.stillhousedata.com/firm/108934) | Atlanta, GA | $2.0M | 1,500,000 |
| [LuminArx Capital Management LP](https://search.stillhousedata.com/firm/327065) | NEW YORK, NY | $1.4M | 1,000,000 |
| Linden Advisors LP | New York, NY | $966K | 715,000 |
| [SMH CAPITAL ADVISORS INC](https://search.stillhousedata.com/firm/108344) | FORT WORTH, TX | $747K | 496,000 |
| [Calamos Wealth Management LLC](https://search.stillhousedata.com/firm/143490) | NAPERVILLE, IL | $714K | 469,000 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $218K | 226,000 |
| [Toroso Investments, LLC](https://search.stillhousedata.com/firm/164201) | MILWAUKEE, WI | $174K | 128,000 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $70K | 47,000 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $50K | 33,000 |
| LAZARD ASSET MANAGEMENT LLC | NEW YORK, NY | $28K | 2,032,000 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Calamos Market Neutral Income Fund](https://search.stillhousedata.com/fund/S000004062) | CALAMOS INVESTMENT TRUST/IL | $6.1M | 3.46% |
| [Digital Asset Debt Strategy ETF](https://search.stillhousedata.com/fund/S000091562) | Tidal Trust I | $214K | 220.12% |
| [Franklin Alternative Strategies Fund](https://search.stillhousedata.com/fund/S000042023) | Franklin Alternative Strategies Funds | $124K | 2.10% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717PAH7.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.