WIN ADVISORS Reports 36,430 Shares (0.6%) in WisdomTree ETF

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.

Accepted by SEC EDGAR 08/18/2025 - 03:52 PM EDT Learn about SEC filing dates

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.

Insights

Securities Analyst

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.

Corporate Governance Expert

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

WisdomTree Trust

(Name of Issuer)

EXCHANGE TRADED PRODUCT

(Title of Class of Securities)

97717W380

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

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

CUSIP No. 97717W380

1

Names of Reporting Persons

WIN ADVISORS, INC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 36,430.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

36,430.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WisdomTree Trust
(b)	Address of issuer's principal executive offices: 250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NEW YORK 10119
Item 2.
(a)	Name of person filing: WIN ADVISORS, INC
(b)	Address or principal business office or, if none, residence: 11440 NORTH JOG RD PALM BEACH GARDENS, Florida 33418-3764
(c)	Citizenship: WIN ADVISORS, INC - FLORIDA
(d)	Title of class of securities: EXCHANGE TRADED PRODUCT
(e)	CUSIP No.: 97717W380
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 36,430
(b)	Percent of class: 0.6 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: WIN ADVISORS, INC - 0
	(ii) Shared power to vote or to direct the vote: WIN ADVISORS, INC - 0
	(iii) Sole power to dispose or to direct the disposition of: WIN ADVISORS, INC - 36,430
	(iv) Shared power to dispose or to direct the disposition of: WIN ADVISORS, INC - 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

WIN ADVISORS, INC

Signature:	MARY THERESE WALSH
Name/Title:	CHIEF COMPLIANCE OFFICER
Date:	08/18/2025