Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund termasuk Mainstay Capital Management Llc /adv, Alpine Bank Wealth Management, CHURCHILL MANAGEMENT Corp, Stapp Wealth Management, Pllc, Atria Investments Llc, Cambridge Investment Research Advisors, Inc., Avion Wealth, dan ENDW - Cambria Endowment Style ETF .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Susquehanna International Group, Llp | 51,271 | 48.93 | 2,418 | 71.05 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 10,868 | 111.81 | 513 | 143.81 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 34,357 | 87.18 | 1,620 | 115.14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 99 | 4 | ||||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 101,534 | 27.58 | 4,788 | 46.60 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 666,906 | 31,451 | ||||||
2025-07-31 | 13F/A | Avion Wealth | 3,209 | 0 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 91 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 88,870 | 265.72 | 4,191 | 320.36 | ||||
2025-07-14 | 13F | Stapp Wealth Management, Pllc | 137,378 | 6,479 | ||||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 218,257 | 10,293 | ||||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 3,393,983 | 160,060 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 35,216 | 1,661 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,387 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74,715 | 20.86 | 4 | 50.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,157 | 47.87 | 149 | 70.11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 15,151 | 715 |