Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund inkluderer Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Kilter Group LLC, og Total Investment Management Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
