Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree International Equity Fund, omfatter Kestra Private Wealth Services, Llc, 4wealth Advisors, Inc., Duncan Williams Asset Management, LLC, Pathstone Holdings, LLC, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, og Lowe Brockenbrough & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84.593 | 1,28 | 5.377 | 10,69 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3.444 | 219 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 48.563 | 2,85 | 3.087 | 12,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26.598 | 0,01 | 1.691 | 9,31 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 66.324 | 4,53 | 4.216 | 14,26 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 22.441 | 1,90 | 1.426 | 11,41 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26.652 | 1,51 | 1.694 | 11,01 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 4.470 | 1,75 | 284 | 11,37 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.063 | 1,38 | 131 | 11,02 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 53.044 | 1,09 | 3.371 | 10,49 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3.274 | 208 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 395 | 1,80 | 25 | 13,64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53.345 | 219,14 | 3 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 168 | 10,60 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326.088 | 1,11 | 20.726 | 10,51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 6 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.742 | 238 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24.342 | 0,05 | 1.547 | 8,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21.312 | 4,78 | 1.355 | 14,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 526.732 | 4,16 | 33.479 | 13,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 428 | 140,45 | 27 | 170,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4.406 | 0,80 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.250 | 270 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12.567 | 10,45 | 799 | 20,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367.152 | 0,51 | 23.336 | 9,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 117.768 | 12,08 | 7.485 | 22,50 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11.642 | 1,00 | 740 | 10,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12.139 | 3,14 | 772 | 12,72 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 6.166 | 1,73 | 392 | 11,08 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 16.383 | 0,22 | 1.041 | 9,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30.354 | 0,85 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 508 | 32 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2.180 | 143 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46.918 | 38,23 | 2.982 | 51,14 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 5.654 | 14,20 | 359 | 25,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.746 | 5,49 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 793 | 50 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5.965 | 0,15 | 379 | 9,54 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3.225 | 205 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 17.313 | 1.100 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63.652 | 30,32 | 4.046 | 42,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 56.137 | 4,63 | 3.265 | 15,46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7.531 | 1,21 | 0 |
