Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree PutWrite Strategy Fund inkluderar Merit Financial Group, LLC, Independent Advisor Alliance, Tactive Advisors, LLC, Collaborative Wealth Managment Inc., och Ameritas Advisory Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Trust Point Inc. | 361 053 | 26,80 | 11 568 | 30,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 006 | 28,29 | 5 799 | 32,01 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 106 731 | 5,06 | 3 420 | 8,09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 104 939 | 20,74 | 3 362 | 24,24 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 102 818 | 1,98 | 3 294 | 4,94 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 251 640 | 7,05 | 8 063 | 10,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 347 448 | 17,27 | 11 132 | 20,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 000 | 96 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 661 | 9,44 | 21 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 541 | 4,03 | 1 203 | 7,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 222 | 7 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 166 383 | 7,40 | 5 331 | 10,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 550 | 3,77 | 595 | 7,22 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 26 022 | 73,69 | 834 | 78,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 978 | 31 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31 464 | 22,54 | 1 008 | 26,16 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 832 | 18,03 | 283 | 21,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 15 423 | 11,48 | 494 | 14,88 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 193 765 | 11,91 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34 839 | 0,99 | 1 116 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 20 361 | 44,49 | 652 | 48,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 850 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 643 | 565 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20 342 | 7,80 | 652 | 10,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 221 | 51,53 | 360 | 56,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 621 | 1,98 | 244 | 5,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40 581 | 1 300 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 180 522 | 22,58 | 5 784 | 26,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 221 | 1,13 | 456 | 4,12 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 6 801 | 5,47 | 218 | 9,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 403 | 333 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27 098 | 82,24 | 868 | 87,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169 661 | 1,66 | 5 436 | 4,60 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 89 423 | 2,32 | 2 865 | 5,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 657 | 9,87 | 662 | 12,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 248 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 060 | 20,38 | 963 | 23,94 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8 818 | 283 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 787 | 77,22 | 634 | 82,42 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 356 | 300 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 876 | 7,65 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34 099 | 49,91 | 1 093 | 54,24 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 123 480 | 4 786,43 | 3 956 | 4 971,79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7 093 | 227 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 47 865 | 0,08 | 1 534 | 2,96 |
