Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund eröffnet haben, gehören 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, und Rossby Financial, LCC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
