Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i WisdomTree Trust - WisdomTree Managed Futures Strategy Fund inkluderer Discipline Wealth Solutions, LLC, og Sowell Financial Services LLC .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 278 | 71,43 | 1 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 12 977 | 458 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39 593 | 7,07 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3 462 | 122 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 275 | 59,99 | 186 | 66,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 061 | 1,02 | 108 | 4,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 057 295 | 4,11 | 37 329 | 7,70 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 626 | 234 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13 790 | 487 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 642 | 356,11 | 58 | 375,00 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 283 | 13,20 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 28 512 | 9,28 | 1 007 | 13,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 247 | 21,49 | 538 | 25,70 | ||||
| 2025-08-14 | 13F | Css Llc/il | 15 050 | 0,01 | 531 | 3,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77 289 | 37,89 | 2 729 | 42,60 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 14 551 | 10,63 | 514 | 14,51 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 6 024 | 213 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 265 955 | 76,14 | 9 390 | 82,20 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7 485 | 20,38 | 264 | 24,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 075 | 9,41 | 603 | 13,16 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 59 627 | 1,85 | 2 105 | 5,36 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 144 674 | 1,03 | 5 108 | 4,50 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 756 | 415 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 250 | 706,45 | 9 | 700,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 270 389 | 1,24 | 9 546 | 4,73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 984 | 13,44 | 388 | 17,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82 418 | 148,03 | 2 910 | 156,53 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9 344 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6 540 | 0,28 | 231 | 3,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 312 069 | 0,78 | 11 018 | 4,25 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 132 | 5 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 12 237 | 2,05 | 432 | 5,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87 984 | 1,74 | 3 106 | 5,25 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 20 734 | 17,79 | 732 | 22,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 222 | 8 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 979 | 144,82 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 682 | 17,12 | 907 | 21,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 266 | 1,85 | 45 | 4,76 |
