Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund, omfatter Tidemark, LLC, Cwm, Llc, og Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55.044 | 18,91 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 210.322 | 140,35 | 6.071 | 161,57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 393 | 39.200,00 | 11 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 14.924 | 18,88 | 431 | 29,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.678 | 59,27 | 366 | 72,99 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 74.586 | 348,75 | 2.153 | 389,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.157 | 293 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 440 | 104,65 | 13 | 140,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.294 | 1,06 | 66 | 10,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1.762.795 | 2,57 | 50.888 | 11,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 79.130 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 420 | 12 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 173.668 | 5.013 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 220.945 | 26,17 | 6.378 | 37,31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 737 | 1,24 | 21 | 10,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28.751 | 7,98 | 830 | 17,42 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 24.142 | 44,81 | 697 | 57,47 |
