Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Managed Futures Strategy Fund inkluderar Discipline Wealth Solutions, LLC, och Sowell Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 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 |
