Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Managed Futures Strategy Fund meliputi Discipline Wealth Solutions, LLC, dan Sowell Financial Services LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 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 |
