Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund inkluderar Ubs Asset Management Americas Inc, Gateway Wealth Partners, LLC, och Western Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vericrest Private Wealth | 18 456 | 1,49 | 840 | −0,47 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 8 250 | 24,49 | 376 | 22,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4 550 | 360,99 | 207 | 350,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6 251 | 0 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37 278 | 6,86 | 1 698 | 4,75 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 40 485 | 2,94 | 1 823 | −0,33 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 309 | 21,18 | 0 | |||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 16 297 | 5,38 | 742 | 3,34 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 229 310 | 305,26 | 10 443 | 297,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 88 503 | 8,73 | 4 030 | 6,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 566 | 71 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22 242 | 17,11 | 1 033 | |||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 5 753 | 0,02 | 262 | −1,87 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 13 583 | 124,29 | 619 | 119,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 325 | 106 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 117 246 | 1,83 | 5 339 | −0,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 9 930 | 2,42 | 452 | 0,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 53 545 | 0,86 | 2 438 | −1,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 454 | 21 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 5 439 | 8,17 | 248 | 6,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16 256 | 740 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 690 271 | 2,61 | 76 975 | 101 181,58 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 33 382 | 2,26 | 1 520 | 0,33 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 21 439 | 4,63 | 976 | 2,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 656 | 47,59 | 1 259 | 44,71 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 990 | 364 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 88 | 62,96 | 4 | 100,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 846 | 8,78 | 84 | 7,69 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 165 892 | 63,82 | 53 095 | 60,64 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 33 078 | 3,93 | 1 523 | 2,91 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26 706 | 1 216 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12 071 | 1,67 | 550 | −0,36 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 75 456 | 15,49 | 3 436 | 13,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 19 829 | 0,58 | 903 | −1,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 480 | 269,23 | 22 | 250,00 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 149 652 | 6 815 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6 779 | 6,66 | 315 | 6,44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 703 | 0,29 | 32 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 428 | 244,55 | 1 932 | 238,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 203 070 | 2,77 | 9 248 | 0,77 |
