Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree Equity Premium Income Fund comprennent Merit Financial Group, LLC, Independent Advisor Alliance, Tactive Advisors, LLC, Collaborative Wealth Managment Inc., et Ameritas Advisory 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Trust Point Inc. | 361 053 | 26,80 | 11 568 | 30,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 006 | 28,29 | 5 799 | 32,01 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 106 731 | 5,06 | 3 420 | 8,09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 104 939 | 20,74 | 3 362 | 24,24 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 102 818 | 1,98 | 3 294 | 4,94 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 251 640 | 7,05 | 8 063 | 10,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 347 448 | 17,27 | 11 132 | 20,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 000 | 96 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 661 | 9,44 | 21 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 541 | 4,03 | 1 203 | 7,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 222 | 7 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 166 383 | 7,40 | 5 331 | 10,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 550 | 3,77 | 595 | 7,22 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 26 022 | 73,69 | 834 | 78,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 978 | 31 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31 464 | 22,54 | 1 008 | 26,16 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 832 | 18,03 | 283 | 21,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 15 423 | 11,48 | 494 | 14,88 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 193 765 | 11,91 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34 839 | 0,99 | 1 116 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 20 361 | 44,49 | 652 | 48,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 850 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 643 | 565 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20 342 | 7,80 | 652 | 10,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 221 | 51,53 | 360 | 56,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 621 | 1,98 | 244 | 5,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40 581 | 1 300 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 180 522 | 22,58 | 5 784 | 26,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 221 | 1,13 | 456 | 4,12 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 6 801 | 5,47 | 218 | 9,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 403 | 333 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27 098 | 82,24 | 868 | 87,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169 661 | 1,66 | 5 436 | 4,60 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 89 423 | 2,32 | 2 865 | 5,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 657 | 9,87 | 662 | 12,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 248 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 060 | 20,38 | 963 | 23,94 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8 818 | 283 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 787 | 77,22 | 634 | 82,42 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 356 | 300 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 876 | 7,65 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34 099 | 49,91 | 1 093 | 54,24 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 123 480 | 4 786,43 | 3 956 | 4 971,79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7 093 | 227 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 47 865 | 0,08 | 1 534 | 2,96 |
