Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree International Efficient Core Fund, omfatter Stenger Family Office, LLC, Barnes Wealth Management Group, Inc, og O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 776.545 | 5,07 | 32 | 10,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.605 | 6,83 | 1.050 | 15,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 67 | 3 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117.405 | 192,72 | 4.812 | 215,96 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 45.681 | 26,51 | 1.872 | 36,54 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3.147.199 | 0,19 | 129.004 | 8,13 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 24.380 | 5,12 | 997 | 13,05 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5.146 | 211 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.475 | 621,85 | 265 | 679,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 316 | 13 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2.388.724 | 0,28 | 97.914 | 8,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 62.385 | 25,87 | 2.557 | 35,87 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 251.005 | 5,67 | 10.289 | 14,05 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 795.769 | 40.035 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.652 | 3,22 | 150 | 11,19 |
