Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund, omfatter Avestar Capital, LLC, Arkadios Wealth Advisors, og Gotham Asset 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 | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 4 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 214 | 0,47 | 18 | 12,50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.754 | 2,57 | 664 | 10,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 202 | 94,23 | 17 | 112,50 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6.812 | 584 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 380.576 | 12,76 | 32.613 | 21,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.205 | 875 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 38.014 | 54,58 | 3.258 | 67,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 230 | 475,00 | 20 | 533,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 37.426 | 3,03 | 3.207 | 11,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205.952 | 2,87 | 17.649 | 11,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88.061 | 89,61 | 7.546 | 105,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17.454 | 7,30 | 1.496 | 15,98 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58 | 28,89 | 5 | 33,33 | ||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 373.820 | 11,33 | 31.632 | 22,39 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 5.418 | 0,02 | 464 | 8,16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8.983 | 770 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6.777 | 23,60 | 581 | 33,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 52.364 | 854,85 | 4.487 | 933,87 | ||||
| 2025-08-29 | NP | DLS - WisdomTree International SmallCap Dividend Fund N/A | 2.000 | 53,85 | 171 | 66,02 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 85.025 | 6,97 | 7.286 | 15,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.325 | 0,03 | 285 | 7,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.213 | 13,05 | 276 | 22,12 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15.235 | 1.306 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.583 | 13,44 | 393 | 22,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 126.646 | 95,19 | 10.853 | 111,01 |
