AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
| Ejer |
Egenkapitalværdi
($1000) |
Opkaldsværdi
($1000) |
Sæt værdi
($1000) |
Netto Lang/Kort
($1000) |
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Cetera Investment Advisers
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Sequent Planning LLC
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Kestra Advisory Services, LLC
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Hartland & Co., LLC
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Jaffetilchin Investment Partners, LLC
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Prospera Financial Services Inc
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GWM Advisors LLC
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Bouchey Financial Group Ltd
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Baird Financial Group, Inc.
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Noble Family Wealth, LLC
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Janney Montgomery Scott LLC
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Bank Of Montreal /can/
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Blair William & Co/il
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Advisor Group Holdings, Inc.
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Sax Wealth Advisors, Llc
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Harbour Investments, Inc.
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Glassman Wealth Services
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Creative Planning
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Glen Eagle Advisors, LLC
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Cwm, Llc
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Commonwealth Equity Services, Llc
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Spire Wealth Management
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Agf Management Ltd
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Fifth Third Bancorp
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Augustine Asset Management Inc
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O'shaughnessy Asset Management, Llc
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Cambridge Investment Research Advisors, Inc.
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Flaharty Asset Management, LLC
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Montag A & Associates Inc
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Institute for Wealth Management, LLC.
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Morgan Stanley
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Founders Grove Wealth Partners, Llc
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Webster Bank, N. A.
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Mengis Capital Management, Inc.
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Altrius Capital Management Inc
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Cerity Partners LLC
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Biondo Investment Advisors, LLC
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Lgl Partners, Llc
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Warren Averett Asset Management, LLC
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Brighton Jones Llc
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Mariner, LLC
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Tradition Wealth Management, LLC
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MTM Investment Management, LLC
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Graves-Light Private Wealth Management, Inc.
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Well Done, LLC
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Salomon & Ludwin, LLC
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Pps&v Asset Management Consultants, Inc.
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Kelman-Lazarov, Inc.
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Franklin Resources Inc
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Nadler Financial Group, Inc.
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LPL Financial LLC
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Royal Bank Of Canada
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Stifel Financial Corp
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Robinson Smith Wealth Advisors Llc
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Fingerlakes Wealth Management, Inc.
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Independence Bank of Kentucky
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Hughes Financial Services, LLC
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Capital Investment Advisory Services, LLC
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CIBC Private Wealth Group, LLC
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Global Retirement Partners, LLC
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Signaturefd, Llc
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Dynamic Wealth Strategies, LLC
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Lowe Wealth Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Citadel Advisors Llc
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SOUTH STATE Corp
|
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Arcadia Investment Advisors Llc
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Quaker Wealth Management, LLC
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Perfromance Wealth Partners, LLC
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Wood Tarver Financial Group, LLC
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Northwestern Mutual Wealth Management Co
|
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Colony Group, LLC
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Jpmorgan Chase & Co
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Atticus Wealth Management, Llc
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Novus Advisors, Llc
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Ameritas Advisory Services, LLC
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MAI Capital Management
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Wealthbridge Capital Management, Llc
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UBS Group AG
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Emerald Investment Partners, Llc
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Envestnet Asset Management Inc
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Bellevue Asset Management, Llc
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Element Wealth, LLC
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Mercer Global Advisors Inc /adv
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Mount Yale Investment Advisors, LLC
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Key FInancial Inc
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Rs Crum Inc.
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Pin Oak Investment Advisors Inc
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Resources Investment Advisors, LLC.
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Tower Research Capital LLC (TRC)
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Westside Investment Management, Inc.
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HighTower Advisors, LLC
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VestGen Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Cahill Financial Advisors Inc
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Susquehanna International Group, Llp
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Wells Fargo & Company/mn
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POM Investment Strategies, LLC
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Bristlecone Advisors, LLC
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Raymond James Financial Inc
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Fmr Llc
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ORG Partners LLC
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Jones Financial Companies Lllp
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Allworth Financial LP
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North Star Investment Management Corp.
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Perigon Wealth Management, LLC
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Amarillo National Bank
|
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Mezzasalma Advisors, LLC
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1620 Investment Advisors, Inc.
|
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Captrust Financial Advisors
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Congress Wealth Management LLC / DE /
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Apollon Wealth Management, LLC
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Albion Financial Group /ut
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Steward Partners Investment Advisory, Llc
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Trust Co Of Vermont
|
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RMB Capital Management, LLC
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Cladis Investment Advisory, LLC
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RWM Asset Management, LLC
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JNBA Financial Advisors
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Aspen Grove Capital, LLC
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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