Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund comprennent Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Kilter Group LLC, et Total Investment Management Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
