Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund inkluderar Leuthold Group, Llc, Goldman Sachs Group Inc, Arkadios Wealth Advisors, och Evolution Wealth Management Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 112 502 | 69,18 | 4 908 | 69,94 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 38 088 | 1 660 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 30 973 | 0,90 | 1 351 | 1,35 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 669 | 5,52 | 29 | 7,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77 170 | 3,33 | 3 367 | 3,79 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 32 881 | 1,60 | 1 435 | 2,06 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 17 904 | 1,35 | 781 | 1,83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 508 | 24,64 | 2 204 | 25,24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 278 | 1,09 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 13 748 | 8,30 | 600 | 8,71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 217 729 | 3,52 | 9 456 | 3,79 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 10 932 | 477 | ||||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12 081 | 6,93 | 521 | 7,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15 430 | 233,26 | 673 | 234,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 832 | 30,48 | 80 | 31,15 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 12 976 | 0,16 | 566 | 0,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 779 | 13,00 | 1 997 | 13,53 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 6 591 | 1,14 | 288 | 1,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 821 | 210,34 | 123 | 215,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153 283 | 9,99 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 473 969 | 16,14 | 20 679 | 16,68 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 17 591 | 26,48 | 767 | 26,99 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 527 | 14,90 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 11 682 | 3,05 | 510 | 3,46 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 46 222 | 35,63 | 2 017 | 36,22 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 18 078 | 1,47 | 789 | 1,94 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 9 776 | 5,30 | 427 | 5,71 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 018 | 1,13 | 263 | 1,55 | ||||
| 2025-08-14 | 13F | Betterment LLC | 34 061 | 1,67 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 96 343 | 2,61 | 4 203 | 3,09 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 767 | 59,64 | 426 | 60,15 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 48 966 | 0,95 | 2 130 | 1,09 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 439 659 | 0,53 | 19 182 | 1,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 234 249 | 1 581,37 | 10 220 | 1 567,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 657 | 0,14 | 334 | 0,60 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 12 759 | 82,01 | 557 | 82,89 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 086 | 19,68 | 91 | 21,33 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 210 917 | 1,97 | 9 204 | 2,45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 418 | 1,85 | 149 | 2,76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 948 | 4,64 | 740 | 5,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 206 | 26,44 | 314 | 27,13 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 13 351 | 1,13 | 582 | 1,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 445 | 43,35 | 931 | 43,89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 281 | 230 | ||||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 744 | 3,48 | 32 | 3,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 558 | 330 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 10 190 | 0,11 | 445 | 0,45 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 168 606 | 20,29 | 7 356 | 20,85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 83 | 4 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 870 086 | 3,60 | 37 962 | 4,08 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 81 531 | 2,65 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 20 206 | 46,91 | 882 | 47,57 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 207 | 1,13 | 227 | 1,79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 144 280 | 3,49 | 6 295 | 3,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 700 | 13,22 | 598 | 13,71 | |||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 820 | 17,40 | 123 | 18,27 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 905 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 064 | 352 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 258 846 | 16,93 | 11 293 | 17,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 817 | 35,81 | 603 | 38,07 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 919 | 2,78 | 215 | 3,38 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 209 | 0,97 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 351 | 156,20 | 15 | 200,00 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 6 712 | 30,74 | 293 | 31,53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49 | 2 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89 496 | 231,56 | 3 905 | 233,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 920 | 11,33 | 1 349 | 11,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66 842 | 103,93 | 2 916 | 104,92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 133 128 | 5,73 | 5 808 | 6,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63 677 | 14,09 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 503 | 115,98 | 546 | 117,13 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 229 136 | 149,86 | 9 997 | 151,05 |
