Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund, omfatter Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Kilter Group LLC, og Total Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.663 | 20,28 | 353 | 23,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.377 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 104.259 | 0,60 | 4.806 | 2,85 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 34.408 | 5,58 | 1.591 | 11,34 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 172 | 5,52 | 8 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 19.159 | 2,99 | 883 | 5,37 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 336 | 15 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 664.228 | 2,15 | 30.621 | 4,42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35.856 | 2,12 | 1.650 | 4,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19.299 | 6,11 | 889 | 8,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 22.534 | 51,48 | 1.039 | 54,93 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.255 | 104 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40.423 | 6,38 | 1.864 | 8,76 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 110 | 4,76 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 87.243 | 1,24 | 4.039 | 3,91 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 16.238 | 7,71 | 747 | 10,01 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7.048 | 16,48 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 234 | 15,27 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 58.605 | 3,95 | 2.702 | 6,25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4.887 | 7,64 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.959 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 189.207 | 7,39 | 8.722 | 9,78 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 15.360 | 0,81 | 708 | 3,06 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 30.964 | 5,27 | 1.427 | 7,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.507 | 2,34 | 530 | 4,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 | 100,00 | 0 | |||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 5.682 | 262 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.661 | 11,86 | 215 | 14,44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.982 | 137 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7.163 | 330 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 104 | 5 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 55.066 | 149,04 | 2.539 | 154,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 11.273 | 8,27 | 520 | 10,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7.855 | 0,71 | 362 | 3,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.740 | 51,44 | 80 | 56,86 |
