Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund, omfatter Pensionmark Financial Group, Llc, Stonebridge Wealth Management, LLC, Summit Wealth Group Llc / Co, CI Private Wealth, LLC, Foronjy Financial Llc, Sagespring Wealth Partners, Llc, Colony Group, LLC, Two Sigma Securities, Llc, StoneX Group Inc., Vista Wealth Management Group, LLC, Lion Street Advisors, LLC, Hartland & Co., LLC, Asset Dedication, LLC, Brown Brothers Harriman & Co, AdvisorNet Financial, Inc, Twin Peaks Wealth Advisors, LLC, WealthTrak Capital Management LLC, Pflug Koory, LLC, og New Millennium Group 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | PFG Advisors | 101.515 | 4,16 | 4.573 | 8,13 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7.695 | 347 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 4.823 | 1,34 | 217 | 5,34 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 28.807 | 5,60 | 1.298 | 9,64 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 345.172 | 0,10 | 15.550 | 3,91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 729.543 | 6,41 | 32.866 | 10,46 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 259.948 | 1,45 | 11.711 | 5,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588.855 | 7,72 | 26.528 | 11,82 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7.448 | 0,07 | 336 | 3,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 138.769 | 20,71 | 6.252 | 25,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 326.238 | 14,34 | 14.697 | 18,69 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 381.721 | 0,50 | 17.197 | 4,33 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7.256 | 327 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 861 | 1,53 | 39 | 5,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 598 | 27 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.003 | 0,20 | 45 | 4,65 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.847 | 263 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 25 | 1 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 5.860 | 0,05 | 264 | 3,54 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47.832 | 11,68 | 2.161 | 15,25 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 472 | 1,51 | 21 | 5,00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 304.769 | 3,32 | 13.769 | 7,55 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 23.297 | 0,24 | 1.050 | 4,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36.356 | 1.991,83 | 1.638 | 2.082,67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7.032 | 317 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7.848 | 354 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 33.038 | 3,42 | 1.488 | 7,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34.416 | 2,73 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 169.033 | 7.615 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3.970 | 85,86 | 179 | 93,48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 293.028 | 7,96 | 13.201 | 12,06 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237.234 | 2,11 | 10.687 | 5,99 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 368.075 | 23,37 | 16.582 | 28,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10.786 | 3,16 | 486 | 7,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21.691 | 5,10 | 977 | 9,16 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4.847 | 219 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 567 | 0,71 | 26 | 4,17 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 743.594 | 4,90 | 33.499 | 8,89 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8.960 | 0,10 | 404 | 3,87 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 349.541 | 4,18 | 15.747 | 8,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98.015 | 1,51 | 4.416 | 5,37 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 208.700 | 78,36 | 9.402 | 85,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8.911 | 56,03 | 401 | 60,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67.859 | 7,25 | 3.057 | 11,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3.799 | 171 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.800 | 81 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 77.675 | 14,68 | 3.499 | 19,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.580 | 1,12 | 296 | 6,86 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 456 | 21 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18.618 | 13,42 | 839 | 17,70 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 224 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 105.397 | 607,50 | 4.748 | 634,98 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20.958 | 16,80 | 944 | 21,34 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 263.672 | 3,37 | 11.857 | 7,98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41.290 | 178,65 | 1.860 | 189,27 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4.466 | 201 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 639.256 | 80,69 | 15.935 | 3,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 388 | 17 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33.500 | 3,49 | 1.509 | 7,48 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 286.083 | 8,85 | 12.888 | 12,99 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 910 | 62,50 | 41 | 66,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 140,00 | 1 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 202 | 9 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 254.997 | 9,44 | 11.488 | 13,60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 59.787 | 1,75 | 2.693 | 5,61 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 25.228 | 0,01 | 1.137 | 3,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 61.380 | 3,28 | 2.765 | 7,21 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 371.370 | 1,92 | 16.730 | 5,79 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.068 | 233 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 40.681 | 6,01 | 1.833 | 10,03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 25.518 | 3,43 | 1.150 | 7,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8.279 | 23,96 | 373 | 28,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 39.589 | 0,94 | 1.783 | 4,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400.563 | 54,59 | 18.045 | 60,47 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 214.211 | 6,76 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 41.718 | 2,41 | 1.879 | 6,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.900 | 0,37 | 1.302 | 4,16 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 71.416 | 3.217 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16.625 | 18,35 | 749 | 22,82 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4.853 | 211 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 21.144 | 0,27 | 953 | 4,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41.293 | 79,02 | 1.860 | 85,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5.986 | 1,11 | 270 | 5,08 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7.741 | 0,40 | 349 | 4,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 107.892 | 40,20 | 4.875 | 44,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4.626 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 102.935 | 32,97 | 4.637 | 38,05 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 30.601 | 2,06 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 68 | 3 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.014 | 271 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6.740 | 1,44 | 304 | 5,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3.000 | 50,00 | 135 | 56,98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77.463 | 239,30 | 3.490 | 249,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29.657 | 49,73 | 1.336 | 55,53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 681.121 | 3,87 | 30.685 | 7,82 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 188.030 | 3,92 | 8.471 | 7,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63.699 | 41,55 | 2.869 | 46,90 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 236.769 | 3,90 | 10.666 | 7,86 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15.632 | 87,68 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11.615 | 98,68 | 523 | 106,72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 165.722 | 6,31 | 7.466 | 10,35 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21.830 | 11,46 | 983 | 15,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12.434 | 560 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56.141 | 11,98 | 2.529 | 16,28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 45.572 | 9,95 | 2.053 | 14,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40.534 | 23,86 | 1.826 | 28,59 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.587 | 6,87 | 71 | 10,94 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18.240 | 5,37 | 822 | 9,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20.460 | 1,57 | 922 | 5,38 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7.750 | 14,81 | 349 | 19,52 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53.155 | 0,27 | 2.435 | 7,03 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34.896 | 1.572 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 127.288 | 9,03 | 5.734 | 13,19 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20.598 | 2,86 | 928 | 6,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20.844 | 14,89 | 939 | 19,31 |
