Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree PutWrite Strategy Fund, omfatter Merit Financial Group, LLC, Independent Advisor Alliance, Tactive Advisors, LLC, Collaborative Wealth Managment Inc., og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Trust Point Inc. | 361.053 | 26,80 | 11.568 | 30,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181.006 | 28,29 | 5.799 | 32,01 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 106.731 | 5,06 | 3.420 | 8,09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 104.939 | 20,74 | 3.362 | 24,24 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 102.818 | 1,98 | 3.294 | 4,94 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 251.640 | 7,05 | 8.063 | 10,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 347.448 | 17,27 | 11.132 | 20,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.000 | 96 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 661 | 9,44 | 21 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37.541 | 4,03 | 1.203 | 7,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 222 | 7 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 166.383 | 7,40 | 5.331 | 10,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18.550 | 3,77 | 595 | 7,22 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 26.022 | 73,69 | 834 | 78,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 978 | 31 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31.464 | 22,54 | 1.008 | 26,16 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8.832 | 18,03 | 283 | 21,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 15.423 | 11,48 | 494 | 14,88 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 193.765 | 11,91 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34.839 | 0,99 | 1.116 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 20.361 | 44,49 | 652 | 48,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.850 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.643 | 565 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20.342 | 7,80 | 652 | 10,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.221 | 51,53 | 360 | 56,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7.621 | 1,98 | 244 | 5,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40.581 | 1.300 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 180.522 | 22,58 | 5.784 | 26,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.221 | 1,13 | 456 | 4,12 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 6.801 | 5,47 | 218 | 9,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.403 | 333 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27.098 | 82,24 | 868 | 87,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169.661 | 1,66 | 5.436 | 4,60 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 89.423 | 2,32 | 2.865 | 5,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.657 | 9,87 | 662 | 12,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.248 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30.060 | 20,38 | 963 | 23,94 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8.818 | 283 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.787 | 77,22 | 634 | 82,42 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.356 | 300 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9.876 | 7,65 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34.099 | 49,91 | 1.093 | 54,24 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 123.480 | 4.786,43 | 3.956 | 4.971,79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7.093 | 227 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 47.865 | 0,08 | 1.534 | 2,96 |
