Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund, omfatter Atria Investments Llc, Clark Asset Management, LLC, og National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5.091 | 140 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 12.580 | 0,56 | 347 | 13,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 109.608 | 4,77 | 3.022 | 18,80 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 278 | 0,72 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 121.855 | 13,75 | 3.360 | 29,03 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 407 | 0,74 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 608.196 | 7,13 | 16.768 | 21,50 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 158 | 0,64 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.833 | 0,60 | 78 | 14,71 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131.837 | 19,23 | 3.635 | 35,19 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 200.522 | 0,18 | 5.528 | 13,63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.519 | 853,66 | 97 | 977,78 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 20.778 | 6,61 | 573 | 20,93 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 38.909 | 8,98 | 1.073 | 23,64 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 8.130 | 224 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 156.140 | 113,96 | 4.305 | 142,62 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21.250 | 0,08 | 1 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 41.540 | 3,62 | 1.145 | 17,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.190 | 226 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 | 114,29 | 1 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 112.810 | 10,53 | 3.110 | 25,35 |
