Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree Equity Premium Income Fund includono Alpine Bank Wealth Management, Nbc Securities, Inc., Diversify Wealth Management, Llc, Milestone Asset Management, Llc, Western Wealth Management, LLC, Maridea Wealth Management LLC, Advyzon Investment Management, LLC, Integrated Wealth Concepts LLC, Roan Capital Partners, Kestra Private Wealth Services, Llc, Cerity Partners LLC, Alessandra Capital Management, LLC, SWAN Capital LLC, e Operose Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 327.587 | 8,13 | 10.453 | 4,50 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 9.756 | 30,92 | 322 | |||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 48.804 | 13,83 | 1.557 | 10,04 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 158.923 | 7,50 | 5.071 | 3,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22.148 | 3,49 | 707 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 6.573 | 210 | ||||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 114.716 | 9,87 | 3.661 | 6,18 | ||||
| 2026-05-15 | 13F | Fmr Llc | 348 | 866,67 | 11 | 1.000,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.842 | 250 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 50.957 | 1.626 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 500 | 16 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 14.132 | 19,54 | 451 | 15,38 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 54.631 | 4,33 | 1.743 | 0,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.216 | 71 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 30.051 | 20,31 | 959 | 16,26 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 116.111 | 988,51 | 3.705 | 952,56 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 23.728 | 71,12 | 757 | 65,65 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52.391 | 85,52 | 1.672 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.763 | 248 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 242.710 | 145,69 | 7.745 | 137,47 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 275.608 | 2,10 | 8.795 | -1,34 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.050 | 16,67 | 34 | 13,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 47.173 | 1,21 | 1.505 | -2,21 | ||||
| 2026-05-12 | 13F | Creative Planning | 34.375 | 42,37 | 1.097 | 37,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 51.408 | 42,11 | 1.641 | 37,24 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 15.504 | 495 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 165.323 | 5.275 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.667 | 340 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 140.084 | 545,64 | 4.470 | 524,30 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.711 | 182 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 17.574 | 561 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.259 | 0,79 | 264 | -2,59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15.821 | 505 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 244.805 | 177,17 | 7.812 | 167,87 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 40.560 | 8,51 | 1.294 | 4,86 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 17.866 | 26,91 | 570 | 22,84 | ||||
| 2026-05-05 | 13F | UBS Group AG | 74.301 | 12,46 | 2.371 | 8,67 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 558 | 1,82 | 18 | -5,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 187.979 | 12,64 | 5.998 | 8,86 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 673.104 | 2,52 | 21.479 | -0,92 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 8.346 | 1,79 | 266 | -1,48 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 6.953 | 222 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 32.611 | 3,55 | 1.041 | 0,10 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 25.851 | 847 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 466 | 15 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 47.141 | 12,71 | 47 | -96,60 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 115.731 | 2,62 | 3.693 | -0,83 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 20.096 | 6,41 | 641 | 2,89 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 55.592 | 2,02 | 1.774 | -1,45 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 233 | 7 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.274 | 132,52 | 75 | 134,38 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 1.203.749 | 353,40 | 38.411 | 338,18 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 6.456 | 206 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21.633 | 690 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 9.502 | 20,94 | 303 | 16,99 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 34.408 | 46,37 | 1.070 | 37,89 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.665.333 | 62,05 | 53.141 | 56,60 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 196.992 | 5,36 | 6.286 | 1,83 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 33.984 | 16,07 | 1.084 | 12,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 50.086 | 1.598 | ||||||
| 2026-05-12 | 13F | Operose Advisors LLC | 328 | 10 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.244 | 0,48 | 40 | -2,50 |
