Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund, to m.in Ubs Asset Management Americas Inc, Gateway Wealth Partners, LLC, i Western Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vericrest Private Wealth | 18 456 | 1,49 | 840 | -0,47 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 8 250 | 24,49 | 376 | 22,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4 550 | 360,99 | 207 | 350,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6 251 | 0 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37 278 | 6,86 | 1 698 | 4,75 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 40 485 | 2,94 | 1 823 | -0,33 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 309 | 21,18 | 0 | |||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 16 297 | 5,38 | 742 | 3,34 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 229 310 | 305,26 | 10 443 | 297,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 88 503 | 8,73 | 4 030 | 6,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 566 | 71 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22 242 | 17,11 | 1 033 | |||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 5 753 | 0,02 | 262 | -1,87 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 13 583 | 124,29 | 619 | 119,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 325 | 106 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 117 246 | 1,83 | 5 339 | -0,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 9 930 | 2,42 | 452 | 0,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 53 545 | 0,86 | 2 438 | -1,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 454 | 21 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 5 439 | 8,17 | 248 | 6,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16 256 | 740 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 690 271 | 2,61 | 76 975 | 101 181,58 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 33 382 | 2,26 | 1 520 | 0,33 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 21 439 | 4,63 | 976 | 2,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 656 | 47,59 | 1 259 | 44,71 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 990 | 364 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 88 | 62,96 | 4 | 100,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 846 | 8,78 | 84 | 7,69 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 165 892 | 63,82 | 53 095 | 60,64 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 33 078 | 3,93 | 1 523 | 2,91 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26 706 | 1 216 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12 071 | 1,67 | 550 | -0,36 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 75 456 | 15,49 | 3 436 | 13,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 19 829 | 0,58 | 903 | -1,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 480 | 269,23 | 22 | 250,00 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 149 652 | 6 815 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6 779 | 6,66 | 315 | 6,44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 703 | 0,29 | 32 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 428 | 244,55 | 1 932 | 238,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 203 070 | 2,77 | 9 248 | 0,77 |
