Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree International High Dividend Fund, omfatter Stonebridge Wealth Management, LLC, Thrivent Financial For Lutherans, Goldstone Financial Group, LLC, ShoreHaven Wealth Partners, LLC, Great Diamond Partners, LLC, Priebe Wealth Holdings LLC, BCS Private Wealth Management, Inc., Wiley Bros.-aintree Capital, Llc, KFA Private Wealth Group, LLC, Prosperity Wealth Management, Inc., Wealth Enhancement Advisory Services, Llc, Anb Bank, Valued Retirements, Inc., Hartland & Co., LLC, ORG Partners LLC, Sound Income Strategies, LLC, Ameritas Advisory Services, LLC, AlphaCore Capital LLC, og UMA Financial Services, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 160.243 | 2,07 | 7.425 | 11,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 382 | 0,26 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 76.542 | 5,13 | 3.546 | 14,72 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 32.334 | 37,08 | 1.498 | 49,65 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 190 | 2,15 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 84.861 | 5,17 | 3.932 | 14,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.557 | 212 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 103.028 | 1,96 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 43.741 | 1,36 | 2.027 | 10,59 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 28.594 | 1.325 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28.297 | 5.341,73 | 1.311 | 5.859,09 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 19.743 | 12,93 | 915 | 23,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.087 | 50 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6.300 | 292 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 60.530 | 2.822 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2.565 | 88,19 | 119 | 107,02 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 24.769 | 24,88 | 1.148 | 36,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 65.981 | 3,14 | 3.057 | 12,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.255 | 25,50 | 58 | 56,76 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 96.375 | 1,74 | 4.465 | 11,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742.510 | 0,20 | 34.403 | 9,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.831 | 69,60 | 1.845 | 85,06 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4.350 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20.940 | 3.522,84 | 970 | 3.941,67 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 27.321 | 40,64 | 1.266 | 53,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.575 | 73 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 76.863 | 4,08 | 3.561 | 13,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 341.038 | 47,36 | 15.802 | 60,81 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 436 | 1,40 | 20 | 11,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23.339 | 42,19 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30.444 | 29,44 | 1.406 | 40,08 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 8.813 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.205 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.004 | 0,66 | 232 | 9,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 799.762 | 33,27 | 37.056 | 45,43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.355 | 8,30 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.127 | 8,47 | 99 | 18,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 93.944 | 12,87 | 4.353 | 23,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6.990 | 324 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 69.682 | 3.229 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 36.426 | 7,76 | 1.688 | 17,56 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 170 | 8 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10.909 | 59,16 | 505 | 73,54 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 657 | 28 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.855 | 781 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26.408 | 22,22 | 1.224 | 33,37 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9.700 | 449 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 89.021 | 627,59 | 4.125 | 694,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161.235 | 0,01 | 7.471 | 9,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2.000 | 93 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.250 | 104 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 325 | 15 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 148.134 | 6.864 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5.791 | 268 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 21.510 | 997 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 37.692 | 33,82 | 1.746 | 45,99 | ||||
| 2025-08-11 | 13F | Anb Bank | 4.419 | 205 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 142.711 | 7 |
