Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund, omfatter Smallwood Wealth Investment Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16.585 | 13,17 | 809 | 14,10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 316.592 | 0,06 | 15.443 | 0,77 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 252 | 14,03 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10.827 | 20,42 | 528 | 21,38 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 30.317 | 5,29 | 1.479 | 6,03 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3.168 | 155 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 10.679 | 3,40 | 521 | 4,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36.069 | 0,83 | 1.756 | 1,39 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 64.844 | 2,12 | 3.163 | 2,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 121.127 | 42,26 | 5.909 | 43,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37.511 | 1,56 | 1.830 | 2,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 2.439 | 48,54 | 119 | 49,37 |
