Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund meliputi Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Kilter Group LLC, dan Total Investment Management Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
