Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree Managed Futures Strategy Fund comprennent Discipline Wealth Solutions, LLC, et Sowell Financial Services LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 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 |
