Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund, omfatter Future You Wealth Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.017 | 0,16 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 594 | 21,72 | 12 | 22,22 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 636.417 | 7,51 | 12.661 | 9,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 610.848 | 1,67 | 12.152 | 3,16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22.338 | 20,16 | 444 | 21,98 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 112.965 | 8,69 | 2.247 | 10,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 48.784 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26.560 | 4,15 | 528 | 5,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.131 | 202 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 11.229 | 1,04 | 223 | 2,76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41.006 | 5,68 | 816 | 7,24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34.558 | 15,05 | 688 | 16,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21.450 | 99,76 | 427 | 102,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 342 | 73,60 | 7 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 137.848 | 0,48 | 2.742 | 1,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16.268 | 0,10 | 324 | 1,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 558.423 | 6,05 | 11.109 | 7,61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63.927 | 19,97 | 1.272 | 21,74 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 49.468 | 983 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 417.436 | 60,02 | 8.312 | 62,53 |
