Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund, to m.in Encompass More Asset Management, Thrivent Financial For Lutherans, Legacy Wealth Partners, LLC, VisionPoint Advisory Group, LLC, Gateway Wealth Partners, LLC, VestGen Advisors, LLC, Waystone Advisors Llc, Brookwood Investment Group LLC, PFG Investments, LLC, Merit Financial Group, LLC, Kaizen Financial Strategies, Tucker Asset Management Llc, Western Wealth Management, LLC, Capital Advisor Network LLC, i Rossby Financial, LCC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cowa, Llc | 54 578 | 10,74 | 1 437 | 13,06 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 34 771 | 4,14 | 916 | 6,27 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 354 | 36 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 106 | 3 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 304 722 | 7 066,56 | 8 023 | 7 260,55 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 35 261 | 928 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 233 | 42,94 | 6 | 50,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3 | 0 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 40 040 | 1 038 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 159 | 4 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 64 214 | 1 691 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 14 921 | 393 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 28 979 | 763 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 759 232 | 30,82 | 19 991 | 33,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 495 397 | 151,08 | 13 044 | 156,25 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 11 339 | 299 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 284 | 7 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 99 639 | 1 976,25 | 2 623 | 2 032,52 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 761 | 20 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 910 | 24 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 583 151 | 15 045 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44 110 | 1 161 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 71 086 | 2 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 35 600 | 937 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 42 045 | 18,44 | 1 107 | 20,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 114 123 | 3 005 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 19 400 | 145,57 | 511 | 151,23 | |||
| 2026-05-15 | 13F | Empowered Funds, LLC | 512 482 | 13 494 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 35 846 | 4 208,41 | 944 | 4 390,48 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 19 421 | 511 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 530 739 | 3,41 | 13 974 | 5,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 129 395 | 5 638,96 | 82 397 | 5 760,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8 005 | 211 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 26 766 | 705 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 100 | 100,00 | 3 | 100,00 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 8 000 | 207 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 639 | 68 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 125 855 | 268,58 | 3 314 | 276,48 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 45 369 | 1 195 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 207 | 5 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 200 116 | 78,44 | 5 269 | 82,13 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 40 205 | 1 059 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 269 | 7 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 152 665 | 224,01 | 4 020 | 230,78 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 438 837 | 11 555 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 16 070 | 423 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 135 | 13,50 | 30 | 20,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 71 083 | 1 872 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 15 975 | 421 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 956 | 154,26 | 25 | 166,67 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 38 149 | 1 004 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 8 629 | 227 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 37 125 | 978 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 305 315 | 144,31 | 8 039 | 149,32 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 219 | 6 |
