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Schedule 13G: WIN ADVISORS Discloses 0.6% Stake in WisdomTree ETP

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

WIN ADVISORS, INC reports beneficial ownership of 36,430 shares of an exchange traded product issued by WisdomTree Trust (CUSIP 97717W380), representing 0.6% of the class. The filing indicates WIN ADVISORS has sole dispositive power over all 36,430 shares and no voting power reported. The registrant is identified as an investment adviser organized in Florida, and the issuer's principal executive office is listed in New York. The filer certifies the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine Schedule 13G amendment showing a <0.6% stake held in ordinary course; limited investor impact.

The filing documents ownership of 36,430 shares (0.6%) of a WisdomTree exchange traded product by WIN ADVISORS, INC, classified as an investment adviser. Ownership is solely dispositive with no voting power, and the filer attests holdings are not intended to influence control. Given the ownership is below 5% and voting rights are nil, this disclosure appears procedural and unlikely to materially affect governance or market perception of the ETF.

TL;DR: Amendment confirms passive, non-control position by an adviser; governance implications are negligible.

WIN ADVISORS reports a passive stake under the Schedule 13G framework with explicit certification that holdings are not for control purposes. The absence of voting power and the sub-5% stake align with passive investor treatment under the Exchange Act, reducing the likelihood of regulatory or proxy-related consequences. This is a routine disclosure consistent with investment adviser reporting obligations.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



WIN ADVISORS, INC
Signature:MARY THERESE WALSH
Name/Title:CHIEF COMPLIANCE OFFICER
Date:08/18/2025

FAQ

What stake does WIN ADVISORS, INC hold in WTRE?

WIN ADVISORS, INC beneficially owns 36,430 shares, representing 0.6% of the class of the WisdomTree exchange traded product (CUSIP 97717W380).

Does WIN ADVISORS have voting control over the WTRE shares?

No. The filing reports 0 votes for both sole and shared voting power, and sole dispositive power for disposition only.

Is this ownership intended to influence control of the issuer (WTRE)?

The filer certifies the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

What type of filer is WIN ADVISORS, INC?

WIN ADVISORS, INC is identified as an investment adviser (IA) organized in Florida.

Where is the issuer's principal executive office located?

The issuer's principal executive office is listed at 250 West 34th Street, 3rd Floor, New York, NY 10119.
WisdomTree New Economy Real Estate Fund

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