Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund eröffnet haben, gehören Ubs Asset Management Americas Inc, Gateway Wealth Partners, LLC, und Western Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 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 |
