Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund includono Ubs Asset Management Americas Inc, Gateway Wealth Partners, LLC, e Western Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vericrest Private Wealth | 18.456 | 1,49 | 840 | -0,47 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 8.250 | 24,49 | 376 | 22,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.550 | 360,99 | 207 | 350,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6.251 | 0 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37.278 | 6,86 | 1.698 | 4,75 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 40.485 | 2,94 | 1.823 | -0,33 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 309 | 21,18 | 0 | |||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 16.297 | 5,38 | 742 | 3,34 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 229.310 | 305,26 | 10.443 | 297,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 88.503 | 8,73 | 4.030 | 6,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.566 | 71 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22.242 | 17,11 | 1.033 | |||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 5.753 | 0,02 | 262 | -1,87 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 13.583 | 124,29 | 619 | 119,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.325 | 106 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 117.246 | 1,83 | 5.339 | -0,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 9.930 | 2,42 | 452 | 0,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 53.545 | 0,86 | 2.438 | -1,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 454 | 21 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 5.439 | 8,17 | 248 | 6,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16.256 | 740 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.690.271 | 2,61 | 76.975 | 101.181,58 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 33.382 | 2,26 | 1.520 | 0,33 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 21.439 | 4,63 | 976 | 2,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27.656 | 47,59 | 1.259 | 44,71 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.990 | 364 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 88 | 62,96 | 4 | 100,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.846 | 8,78 | 84 | 7,69 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.165.892 | 63,82 | 53.095 | 60,64 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 33.078 | 3,93 | 1.523 | 2,91 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26.706 | 1.216 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12.071 | 1,67 | 550 | -0,36 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 75.456 | 15,49 | 3.436 | 13,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 19.829 | 0,58 | 903 | -1,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 480 | 269,23 | 22 | 250,00 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 149.652 | 6.815 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6.779 | 6,66 | 315 | 6,44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 703 | 0,29 | 32 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42.428 | 244,55 | 1.932 | 238,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 203.070 | 2,77 | 9.248 | 0,77 |
