Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree Managed Futures Strategy Fund termasuk Discipline Wealth Solutions, LLC, dan Sowell Financial Services LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,278 | 71.43 | 1 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 12,977 | 458 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39,593 | 7.07 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3,462 | 122 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,275 | 59.99 | 186 | 66.07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,061 | 1.02 | 108 | 4.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,057,295 | 4.11 | 37,329 | 7.70 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,626 | 234 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13,790 | 487 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,642 | 356.11 | 58 | 375.00 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 283 | 13.20 | 10 | 12.50 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 28,512 | 9.28 | 1,007 | 13.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,247 | 21.49 | 538 | 25.70 | ||||
| 2025-08-14 | 13F | Css Llc/il | 15,050 | 0.01 | 531 | 3.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77,289 | 37.89 | 2,729 | 42.60 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 14,551 | 10.63 | 514 | 14.51 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 6,024 | 213 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 265,955 | 76.14 | 9,390 | 82.20 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7,485 | 20.38 | 264 | 24.53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,075 | 9.41 | 603 | 13.16 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 59,627 | 1.85 | 2,105 | 5.36 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 144,674 | 1.03 | 5,108 | 4.50 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11,756 | 415 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 250 | 706.45 | 9 | 700.00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 270,389 | 1.24 | 9,546 | 4.73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,984 | 13.44 | 388 | 17.27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82,418 | 148.03 | 2,910 | 156.53 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9,344 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,540 | 0.28 | 231 | 3.60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 312,069 | 0.78 | 11,018 | 4.25 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 132 | 5 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 12,237 | 2.05 | 432 | 5.62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87,984 | 1.74 | 3,106 | 5.25 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 20,734 | 17.79 | 732 | 22.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 222 | 8 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,979 | 144.82 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,682 | 17.12 | 907 | 21.12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,266 | 1.85 | 45 | 4.76 |
