Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund meliputi Virtue Capital Management, LLC, Advyzon Investment Management, LLC, MOOD - Relative Sentiment Tactical Allocation ETF, Legacy Capital Wealth Partners, LLC, Heritage Oak Wealth Advisors Llc, Belpointe Asset Management LLC, CIBC Private Wealth Group, LLC, dan Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 479,755 | 1.33 | 12,363 | -4.21 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 25,764 | 664 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 250.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,260 | 445 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 65,058 | 0.32 | 1,677 | -5.15 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 17,747 | 457 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,672 | 0 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 215,292 | 1.69 | 5,548 | -3.86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 680 | 70.43 | 18 | 70.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 189,396 | 4,881 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 115,043 | 2,965 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549,569 | 14,162 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5,180 | 4.77 | 133 | -0.75 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 501,089 | 13,154 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12,800 | 330 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,769 | 690 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,648 | 244.55 | 120 | 230.56 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 73,608 | 2.11 | 1,897 | -3.51 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 25,185 | 649 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 35,900 | 23.37 | 925 | 16.65 | |||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 376 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 57,600 | 487.76 | 1,484 | 455.81 | |||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 12,188 | 1.88 | 314 | -3.68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 170,411 | 232.02 | 4,391 | 213.87 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 80,776 | 2 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 589,940 | 1.26 | 15,203 | -4.28 | ||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 68,505 | 1,867 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32,853 | 847 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 519,188 | 13,379 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 | 1 |
