AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund – Własność instytucjonalna – Sprzedawcy

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

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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
(%)
2026-04-27 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
2026-06-04 13F Town Capital LLC 6 630 -17,47 288 -18,41
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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