Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund, omfatter Global Retirement Partners, LLC, O'shaughnessy Asset Management, Llc, Sequent Planning LLC, Mount Yale Investment Advisors, LLC, og Quaker Wealth Management, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 89.066 | 0,41 | 10.070 | 3,39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.278 | 258 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 40.543 | 1,17 | 4.584 | 4,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 597 | 67 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 12.743 | 0,08 | 1.441 | 3,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.914 | 18,09 | 782 | 21,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 602 | 0,17 | 68 | 4,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.522 | 413,86 | 511 | 432,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10.161 | 14,79 | 1.149 | 18,23 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21.594 | 0,19 | 2.441 | 3,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4.739 | 58,87 | 536 | 63,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.430 | 7,00 | 275 | 10,04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1.951 | 221 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 3.690 | 1,29 | 417 | 4,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6.248 | 706 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1.851 | 0,16 | 209 | 3,47 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 89.042 | 9,25 | 10.067 | 12,51 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2.902 | 0,42 | 324 | 2,21 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 226 | 26 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20.743 | 9,85 | 2.346 | 13,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.220 | 39,23 | 477 | 43,67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 18.750 | 23,40 | 2.120 | 27,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 749 | 10,80 | 84 | 15,07 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1.366 | 0,07 | 154 | 3,36 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2.715 | 0,41 | 307 | 3,38 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2.339 | 0,39 | 264 | 3,53 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3.796 | 0,03 | 429 | 3,13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.606 | 3,07 | 634 | 6,03 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 362 | 41 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12.118 | 1.370 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.537 | 0,08 | 287 | 2,88 |
