Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund, omfatter Stonebridge Wealth Management, LLC, Modern Wealth Management, LLC, Centaurus Financial, Inc., Assetmark, Inc, og AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | XML Financial, LLC | 93.508 | 6,60 | 4.353 | 6,72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4.783 | 0,38 | 223 | 0,45 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7.510 | 17,62 | 350 | 17,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.390 | 89,63 | 65 | 88,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 56.249 | 2,97 | 3 | 0,00 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 422 | 46,53 | 20 | 46,15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14.487 | 2,06 | 674 | 2,12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.195 | 0,46 | 102 | 0,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 250.951 | 7,44 | 11.682 | 7,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95.097 | 9,48 | 4.427 | 9,61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51.048 | 1,32 | 2.376 | 1,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.956 | 54,52 | 370 | 54,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14.118 | 2,31 | 657 | 2,50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90.777 | 1,56 | 4.226 | 1,66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 64.548 | 1,69 | 3.005 | 1,80 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 9.184 | 8,83 | 427 | 8,93 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.905 | 0,25 | 243 | 12,56 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17.301 | 17,13 | 805 | 17,35 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 124 | 7,83 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 24.704 | 0,58 | 1.150 | 0,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 389.444 | 0,29 | 18.129 | 0,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6.175 | 5,11 | 287 | 5,13 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 20.914 | 3,83 | 974 | 3,95 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16.232 | 6,65 | 795 | 12,31 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12.039 | 0,11 | 560 | 0,18 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2.896 | 7,42 | 138 | 10,40 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9.637 | 2,72 | 449 | 2,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111.726 | 0,46 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 629.393 | 6,56 | 29.298 | 6,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.830 | 162,50 | 226 | 165,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.002 | 47 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4.750 | 0,36 | 221 | 0,45 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6.888 | 9,73 | 321 | 9,97 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 17.163 | 9,73 | 799 | -0,37 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 19.551 | 1,55 | 910 | 1,68 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 7.403 | 1,82 | 345 | 1,78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.544 | 2,18 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27.692 | 15,05 | 1.289 | 15,19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.189 | 62,43 | 55 | 61,76 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.167 | 0 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 47.586 | 11,18 | 2.215 | 11,31 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 78.152 | 4,38 | 3.638 | 4,48 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 396 | 0,51 | 18 | 0,00 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 77 | 14,93 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8.218 | 74,74 | 383 | 75,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19.622 | 0,12 | 913 | 6,53 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8.441 | 0,96 | 393 | 1,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 410.117 | 15,48 | 19.091 | 15,60 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 77.703 | 34,22 | 3.617 | 34,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 275 | 13 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 139.379 | 2,25 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 16.293 | 5,48 | 758 | 5,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12.204 | 0,96 | 592 | 15,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 104.140 | 3,58 | 4.848 | 3,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.408 | 54,28 | 1.276 | 54,36 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 29.076 | 6,98 | 1.351 | 6,89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40.956 | 152,86 | 1.907 | 153,12 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 46.318 | 2.156 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11.219 | 522 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 85.161 | 3.964 |
