Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund inkluderar Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Kilter Group LLC, och Total Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 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 |
