Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Dynamic International Equity Fund, omfatter Park National Corp /oh/, Burns Matteson Capital Management, LLC, Simplicity Wealth,LLC, D.a. Davidson & Co., Global Retirement Partners, LLC, Tcfg Wealth Management, Llc, SK Wealth Management, LLC, Evolution Wealth Management Inc., Financial Engines Advisors L.L.C., Insigneo Advisory Services, Llc, Greykasell Wealth Strategies, Inc., Foundations Investment Advisors, LLC, Defined Financial Planning LLC, HHM Wealth Advisors, LLC, BOK Financial Private Wealth, Inc., og Asset Dedication, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 67.312 | 2.670 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 388 | 15 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 21.860 | 876 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 486.524 | 4,29 | 19.296 | 12,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372.986 | 1.036,11 | 14.793 | 1.125,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.645 | 9,78 | 184 | 18,71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12.518 | 1,35 | 496 | 9,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140.800 | 2,58 | 5.584 | 10,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 222.788 | 23,28 | 9 | 33,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 112.066 | 1,33 | 4.445 | 9,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 536.086 | 9,31 | 21.261 | 17,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.021 | 11,79 | 159 | 20,45 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 142.055 | 1,15 | 5.634 | 9,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 575.872 | 12,25 | 22.839 | 21,01 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 58.251 | 2.310 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 20.154 | 7,01 | 799 | 15,46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 7.588 | 301 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.125 | 307,61 | 45 | 340,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 56.322 | 0,32 | 2.072 | 7,36 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 8.820 | 0,24 | 350 | 8,05 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10.773 | 427 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58.290 | 2.312 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 63.700 | 352,09 | 2.526 | 387,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147.612 | 23,47 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19.207 | 48,01 | 762 | 59,54 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 912 | 0,44 | 36 | 9,09 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.062 | 73,39 | 121 | 89,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.740.805 | 844,24 | 69.040 | 917,99 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2.627.025 | 104.188 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33.223 | 1.318 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.973 | 11,53 | 475 | 20,30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33.188 | 7,25 | 1.316 | 15,64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.124 | 1,11 | 402 | 8,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12.460 | 494 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 114.117 | 4.526 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4.235 | 1,03 | 168 | 8,44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 104 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.513 | 116,76 | 60 | 140,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 276.351 | 4,34 | 10.960 | 12,49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6.878 | 1,42 | 273 | 9,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 103.008 | 66,98 | 4.085 | 80,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43.448 | 10,26 | 1.723 | 18,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.719 | 9,63 | 425 | 18,38 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 32.221 | 1.278 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.775 | 229 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.864 | 39,68 | 312 | 50,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5.268 | 209 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 405.360 | 51,35 | 16.077 | 63,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46.704 | 24,03 | 1.852 | 33,72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2.451 | 97 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31.562 | 17,65 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.540 | 0,56 | 497 | 8,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13.790 | 20,68 | 547 | 30,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 567.297 | 4,01 | 22.499 | 12,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139.352 | 8,83 | 5.527 | 17,32 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 5.079 | 200 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1.180.367 | 0,44 | 46.813 | 8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12.031 | 477 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18.453 | 9,25 | 732 | 17,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.350.030 | 85,65 | 53.542 | 100,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 27.699 | 803,42 | 1.099 | 872,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56.197 | 753,67 | 2.229 | 820,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.777 | 2,08 | 824 | 10,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 514.170 | 26,43 | 20 | 42,86 |
