Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund, omfatter Evolution Wealth Management Inc., og Centaurus Financial, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 95.869 | 6,84 | 4.258 | 8,27 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 119.373 | 6,21 | 5.301 | 7,63 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 43.339 | 2,64 | 1.925 | 4,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17.580 | 10,97 | 781 | 12,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.386 | 16,07 | 506 | 17,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 68.220 | 101,69 | 3.030 | 104,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 27.395 | 49,97 | 1.217 | 52,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 169.695 | 9,45 | 7.536 | 10,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 167 | 7 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23.000 | 9,02 | 1.021 | 10,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 51.331 | 2,56 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 42.965 | 2,21 | 1.908 | 3,58 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 416 | 3,23 | 18 | 5,88 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 166.879 | 2,07 | 7.411 | 3,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.858 | 1,49 | 127 | 2,44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.682 | 0 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 69.291 | 5,10 | 3.016 | 4,04 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5.057 | 0,12 | 225 | 1,36 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 4.794 | 2,79 | 213 | 3,92 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.883 | 172 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9.602 | 31,25 | 426 | 33,13 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 19.448 | 159,45 | 864 | 163,11 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6.291 | 41,15 | 277 | 40,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.620 | 1,26 | 161 | 2,56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31.832 | 26,81 | 1.414 | 28,45 |
