Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. High Dividend Fund, omfatter Stonebridge Wealth Management, LLC, 1 North Wealth Services Llc, Summit Financial, LLC, Evolution Wealth Management Inc., Kovitz Investment Group Partners, LLC, Cerity Partners LLC, Comprehensive Financial Consultants Institutional, Inc., 17 Capital Partners, Llc, Fifth Third Securities, Inc., Glenmede Investment Management, LP, SRS Capital Advisors, Inc., Total Investment Management Inc, og Thurston, Springer, Miller, Herd & Titak, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4.473 | 66,22 | 258 | -3,01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26,32 | 30 | 20,83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2,91 | 41 | 5,26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.623 | 0,56 | 348 | -2,80 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3.697 | 3,76 | 355 | 0,28 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49.409 | 0,54 | 4.742 | -2,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 81.615 | 21,41 | 7.833 | 17,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100.221 | 20,72 | 9.621 | 16,85 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.284 | 5,70 | 1.083 | 2,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.619 | 53,11 | 731 | 48,28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3.194 | 0,38 | 307 | -2,55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12.465 | 7,68 | 1.196 | 4,27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2.442 | 1,03 | 234 | -2,09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 | 400,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.009 | 361,50 | 289 | 350,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2.456 | 18,88 | 236 | 15,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 375.540 | 0,60 | 36.044 | -2,63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15.829 | 7,35 | 1.519 | 3,90 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8.301 | 0,08 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24.011 | 27,41 | 2.305 | 23,34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3.089 | 1,01 | 296 | -2,31 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2.993 | 287 | ||||||
| 2025-08-08 | 13F | Creative Planning | 20.144 | 0,05 | 1.933 | -3,16 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.844 | 369 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 10.581 | 0,19 | 1.013 | -3,34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157,89 | 52 | 155,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33.224 | 83,43 | 3.189 | 77,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78.918 | 7,19 | 7.575 | 3,75 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5.014 | 58,47 | 481 | 53,67 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.102 | 9,33 | 106 | 6,06 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22.145 | 9,52 | 2.125 | 5,99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11.102 | 3,69 | 1.066 | 0,38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0,95 | 41 | -2,44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47.525 | 1,17 | 4.561 | -2,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52.300 | 5,74 | 5.020 | 2,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.726 | 297,42 | 1.509 | 284,95 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2.209 | 212 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 4.780 | 3,24 | 459 | -0,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 63.591 | 62,80 | 6.103 | 57,58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2.325 | 0,48 | 223 | -2,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42.636 | 18,51 | 4.092 | 14,72 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6.543 | 59.381,82 | 628 | 62.600,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1,07 | 45 | -2,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.151 | 55,15 | 494 | 50,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120.395 | 607,04 | 11.556 | 584,54 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5.118 | 0,59 | 491 | 5,82 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10.076 | 3,90 | 967 | 0,62 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4.293 | 1,01 | 412 | -2,14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2.211 | 212 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5.878 | 0,24 | 564 | -2,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.258 | 26,96 | 601 | 23,97 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 23.009 | 14,07 | 2.208 | 10,40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0,36 | 80 | -2,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.111 | 6,25 | 395 | 2,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 131.632 | 57,00 | 12.383 | 48,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405.319 | 9,57 | 38.902 | 6,05 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1.182 | 10,78 | 113 | 7,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9.956 | 37,31 | 956 | 32,82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0,82 | 24 | -4,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.148 | 22,45 | 590 | 18,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3.239 | 311 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2.396 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14.828 | 25,33 | 1.423 | 21,31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23.972 | 4,75 | 2.301 | 1,37 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 3.494 | 0,90 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 206.980 | 2,69 | 19.866 | -0,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33.896 | 465,78 | 3.243 | 453,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103.549 | 25,85 | 9.939 | 21,80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.872 | 61,25 | 1.523 | 56,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37.343 | 6,47 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95.355 | 9.152 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 34.902 | 1,48 | 3.350 | -1,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7.527 | 5,97 | 722 | 2,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.096 | 21,10 | 105 | 17,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.027 | 1,88 | 99 | -1,01 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4.016 | 385 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28.970 | 64,88 | 2.781 | 69,51 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36.690 | 1,44 | 3.522 | -1,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4.805 | 461 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.085 | 4,93 | 104 | 1,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 216.121 | 66,02 | 20.743 | 60,70 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7.997 | 0,48 | 768 | -2,79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3.000 | 288 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4.383 | 31,70 | 421 | 27,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95.099 | 1,00 | 9.128 | -2,24 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3.228 | 0,97 | 310 | -2,22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0,52 | 37 | -2,63 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98.470 | 9.451 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1,08 | 36 | -2,78 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4.701 | 9,30 | 451 | 5,87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.287 | 220 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2.087 | 200 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.783 | 0,11 | 171 | -2,84 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159.831 | 0,27 | 15.341 | -2,94 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.312 | 126 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31.120 | 603,75 | 2.987 | 581,74 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2.816 | 0,57 | 270 | -2,53 |
