Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree PutWrite Strategy Fund meliputi Merit Financial Group, LLC, Independent Advisor Alliance, Tactive Advisors, LLC, Collaborative Wealth Managment Inc., dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Trust Point Inc. | 361,053 | 26.80 | 11,568 | 30.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181,006 | 28.29 | 5,799 | 32.01 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 106,731 | 5.06 | 3,420 | 8.09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 104,939 | 20.74 | 3,362 | 24.24 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 102,818 | 1.98 | 3,294 | 4.94 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 251,640 | 7.05 | 8,063 | 10.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 347,448 | 17.27 | 11,132 | 20.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,000 | 96 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 661 | 9.44 | 21 | 16.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,541 | 4.03 | 1,203 | 7.03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 222 | 7 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 166,383 | 7.40 | 5,331 | 10.49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18,550 | 3.77 | 595 | 7.22 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 26,022 | 73.69 | 834 | 78.76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 978 | 31 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31,464 | 22.54 | 1,008 | 26.16 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,832 | 18.03 | 283 | 21.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 15,423 | 11.48 | 494 | 14.88 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 193,765 | 11.91 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34,839 | 0.99 | 1,116 | 3.91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 20,361 | 44.49 | 652 | 48.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,850 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,643 | 565 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20,342 | 7.80 | 652 | 10.90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,221 | 51.53 | 360 | 56.09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7,621 | 1.98 | 244 | 5.17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40,581 | 1,300 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 180,522 | 22.58 | 5,784 | 26.13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,221 | 1.13 | 456 | 4.12 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 6,801 | 5.47 | 218 | 9.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,403 | 333 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27,098 | 82.24 | 868 | 87.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169,661 | 1.66 | 5,436 | 4.60 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 89,423 | 2.32 | 2,865 | 5.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,657 | 9.87 | 662 | 12.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,248 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,060 | 20.38 | 963 | 23.94 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8,818 | 283 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,787 | 77.22 | 634 | 82.42 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9,356 | 300 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,876 | 7.65 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34,099 | 49.91 | 1,093 | 54.24 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 123,480 | 4,786.43 | 3,956 | 4,971.79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7,093 | 227 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 47,865 | 0.08 | 1,534 | 2.96 |
