AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund - Proprietà istituzionale - Venditori

WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
US ˙ ARCA ˙ US97717X5115

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-04-27 13F Actinver Wealth Management, Inc. 7.973 -5,60 346 -6,99
2026-05-12 13F Reyes Financial Architecture, Inc. 1.254 -84,53 54 -84,87
2026-04-13 13F IFP Advisors, Inc 491 -90,98 21 -91,21
2026-05-12 13F Stifel Financial Corp 135.553 -0,81 5.890 -2,16
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-27 13F Evolution Wealth Management Inc. 3.744 -2,95 163 -4,14
2026-02-05 13F Soltis Investment Advisors LLC 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 4.483 -36,21 195 -37,22
2026-04-23 13F Howard Bailey Securities, Llc 23.280 -0,54 1.012 -1,94
2026-05-08 13F Resources Investment Advisors, LLC. 9.165 -20,31 398 -21,34
2026-01-13 13F SMI Advisory Services, LLC 0 -100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 12.363 -9,96 537 -11,09
2026-04-24 13F Goldstone Financial Group, LLC 19.622 -1,32 853 -2,63
2026-02-19 13F CI Private Wealth, LLC 31.612 -2,90 1.396 -3,19
2026-05-05 13F HighTower Advisors, LLC 627.024 -11,66 27.244 -12,86
2026-05-04 13F Mml Investors Services, Llc 54.210 -26,64 2.355 -27,65
2026-05-15 13F Capstone Financial Advisors, Inc. 12.783 -1,49 555 -2,80
2026-05-04 13F Savant Capital, LLC 587.789 -1,59 25.539 -2,93
2026-05-16 13F Sunbelt Securities, Inc. 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 15.176 -1,63 659 -2,95
2026-05-01 13F Symphony Financial, Ltd. Co. 26.195 -5,53 1.137 -7,19
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 0 -100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 5.364 -0,48 233 -2,10
2026-04-30 13F Simplicity Wealth,LLC 7.392 -0,44 321 -1,83
2026-04-21 13F Trilogy Capital Inc. 42.070 -47,41 1.828 -48,14
2026-01-29 13F Concurrent Investment Advisors, LLC 40.103 -8,34 1.767 -8,78
2026-05-15 13F Mercer Global Advisors Inc /adv 1.258.475 -4,09 54.681 -5,39
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-01-30 13F Us Bancorp \de\ 0 -100,00 0
2026-05-08 13F SHP Wealth Management 689 -0,86 30 -3,33
2026-05-05 13F Capital Investment Advisory Services, LLC 170 -15,42 7 -12,50
2026-05-14 13F Betterment LLC 33.850 -11,50 1 0,00
2026-05-11 13F Wells Fargo & Company/mn 116.039 -7,48 5.042 -8,74
2026-04-28 13F Golden State Wealth Management, LLC 41.581 -22,64 1.807 -23,70
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-05-15 13F Sun Financial Inc 11.360 -23,98 494 -25,08
2026-04-15 13F Merit Financial Group, LLC 108.032 -18,30 4.694 -19,42
2026-05-01 13F Vantage Point Financial LLC 0 -100,00 0
2026-05-14 13F Institute for Wealth Management, LLC. 5.190 -7,60 226 -8,91
2026-05-15 13F Larson Financial Group LLC 9.869 -1,20 429 -2,73
2026-04-15 13F Retireful, LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-02-10 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 405 -93,53 18 -93,86
2026-05-01 13F SFE Investment Counsel 0 -100,00 0
2026-05-11 13F Insight Advisors, LLC/ PA 23.508 -88,52 1.021 -88,68
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 6.354 -96,28 280 3.885,71
2026-05-14 13F Capital Analysts, Inc. 0 -100,00 0
2026-05-15 13F Summit Financial, LLC 16.234 -13,27 705 -14,44
2026-04-14 13F Opal Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 14.050 -2,69 610 -4,09
2026-05-15 13F Ameriprise Financial Inc 264.791 -6,81 11.515 -8,01
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 7.094 -4,68 308 -5,81
2026-05-15 13F Armis Advisers, LLC 28.018 -4,07 1.217 -3,87
2026-05-13 13F Mariner, LLC 129.028 -1,01 5.606 -2,35
2026-02-11 13F Schwallier Wealth Management LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 209 -9,52 9 -10,00
2026-05-11 13F REAP Financial Group, LLC 7.737 -14,39 336 -15,58
2026-05-15 13F Segall Bryant & Hamill, Llc 30.231 -1,35 1.325 -1,85
2026-05-06 13F American Financial & Tax Strategies Inc 63.859 -0,51 2.775 -1,87
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
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