Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund includ Ubs Asset Management Americas Inc, Diversify Wealth Management, Llc, Avestar Capital, LLC, Baer Investment Advisory LLC, Glenmede Trust Co Na, TopTier Wealth Management, LLC, și Vanguard Advisers Inc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 216 | 0,93 | 9 | 0,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 5.049 | 1,10 | 219 | -0,45 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 12.808 | 557 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 190 | 8 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.939 | 30,39 | 128 | 29,29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 100 | 127,27 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 29.804 | 1.295 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 15 | 1 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 3.853 | 7,69 | 167 | 6,37 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 80.567 | 1,81 | 3.501 | 0,43 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 6.536 | 0,15 | 284 | -1,39 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 73.841 | 14,85 | 3.208 | 13,28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 18.839 | 49,91 | 819 | 47,92 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5.886 | 0,93 | 256 | -0,39 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 106.787 | 12,03 | 4.640 | 10,51 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 264.328 | 10,06 | 11.485 | 8,56 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 101.290 | 3,63 | 4.401 | 2,23 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 25.105 | 38,54 | 1.091 | 36,59 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.503.200 | 1,76 | 65.314 | 0,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.832 | 0,08 | 609 | -0,33 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12.189 | 1,74 | 530 | 0,38 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 111.192 | 4,88 | 4.831 | 3,47 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.362 | 0,71 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 51.439 | 2,14 | 2.235 | 0,77 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 17.132 | 2,13 | 1 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 55.864 | 23,09 | 2.427 | 21,41 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 38.006 | 14,54 | 1.651 | 13,00 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 4.845 | 211 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 158.989 | 7,09 | 6.908 | 5,64 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 46.934 | 12,47 | 2.039 | 10,94 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 573 | 63,25 | 25 | 60,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 14.930 | 649 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 507.625 | 111,23 | 22.056 | 108,35 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.215 | 0,06 | 270 | -1,10 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 34.393 | 1.494 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 12.750 | 4,80 | 554 | 3,36 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19.877 | 85,30 | 864 | 82,84 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 675.916 | 29.369 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.131 | 0,80 | 49 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 6.269 | 3,48 | 272 | 2,26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 258.041 | 10,01 | 11.212 | 8,51 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 23.175 | 11,00 | 1.007 | 9,47 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18.271 | 793 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.380.754 | 2,23 | 103.444 | 0,84 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 59.220 | 2.573 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 283.335 | 10,28 | 12.311 | 8,77 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11.099 | 482 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 25.415 | 5,53 | 1.104 | 4,15 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 69.873 | 1.220,60 | 3.036 | 1.202,58 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 107.764 | 1,30 | 4.666 | -0,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68.192 | 2.963 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 20.628 | 15,71 | 896 | 14,14 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 5.391 | 0,50 | 234 | -0,85 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 5.576 | 4,26 | 242 | 2,98 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.210 | 0,02 | 226 | -1,31 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 138 | 1,47 | 6 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 14.878 | 1,62 | 646 | 0,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 330 | 243,75 | 14 | 250,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 584.935 | 8,22 | 25.415 | 6,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 209.397 | 38,19 | 9.098 | 36,32 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 33.799 | 23,23 | 1.469 | 21,52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 98.998 | 53,49 | 4.301 | 51,39 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 267.413 | 9,31 | 11.619 | 7,82 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 10.835 | 11,14 | 471 | 9,56 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.847 | 80 | ||||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 183.633 | 7,31 | 7.979 | 5,85 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 23.305 | 1.013 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 320.599 | 3,37 | 13.930 | 1,97 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 4.845 | 2,93 | 211 | 1,45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 82.619 | 4,03 | 3.590 | 2,60 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 151.712 | 3,49 | 6.592 | 2,08 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 43.577 | 119,58 | 1.893 | 116,59 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 319 | 14 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.364 | 233 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.483 | 9.862,22 | 195 | 19.300,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 17.116 | 0,09 | 744 | -1,33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.286.071 | 3,94 | 55.880 | 103.379,63 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 17.827 | 3,58 | 775 | 2,11 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 6.815 | 1,10 | 296 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.642 | 1,32 | 462 | 0,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.853 | 20,79 | 124 | 18,27 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 17.910 | 0,25 | 778 | -1,02 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 251.297 | 3,92 | 10.881 | 1,90 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 686.094 | 8,10 | 29.811 | 6,63 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 2.091 | 24,24 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 18.349 | 20,86 | 797 | 19,31 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 263.486 | 0,66 | 11.448 | -0,71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 22.314 | 10,78 | 962 | 8,34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 749 | 41,86 | 33 | 39,13 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 10.263 | 13,07 | 446 | 11,53 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 172 | 7 | ||||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 67.572 | 42,63 | 2.936 | 40,75 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 264.850 | 2,50 | 11.508 | 1,10 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 7.065 | 1,02 | 307 | -0,65 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 431.859 | 4,52 | 18.764 | 3,09 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 19.967 | 0,64 | 868 | -0,69 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.525 | 0,88 | 544 | -0,37 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 478 | 195,06 | 21 | 185,71 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 119.723 | 91,32 | 5.202 | 88,72 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.715 | 0,63 | 292 | -0,68 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 67.064 | 68,28 | 2.915 | 66,10 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 466 | 0,43 | 21 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9.910 | 7,25 | 431 | 5,65 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 13.160 | 3,26 | 572 | 1,78 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 20.162 | 8,89 | 876 | 7,48 |
