Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. Efficient Core Fund, omfatter Merit Financial Group, LLC, WealthPlan Investment Management, LLC, NWF Advisory Services Inc., ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Empowered Funds, LLC, Raymond James Financial Inc, O'shaughnessy Asset Management, Llc, Evolution Wealth Management Inc., og Crewe Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23.245 | 5,59 | 1.164 | 16,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.432 | 472 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4.922 | 7,07 | 246 | 18,27 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7.800 | 5,05 | 390 | 16,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.346 | 45,20 | 67 | 55,81 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 37.579 | 4,58 | 1.876 | 15,09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 112.867 | 9,76 | 5.650 | 21,27 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11.751 | 10,95 | 588 | 22,76 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 185 | 28,47 | 9 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.233 | 2,17 | 212 | 12,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 | 1.200,00 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 757.588 | 0,25 | 37.925 | 10,75 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 13.251 | 14,52 | 600 | 11,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12.695 | 635 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 639 | 32 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37.148 | 72,08 | 1.860 | 90,08 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5.107 | 243 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7.148 | 22,36 | 358 | 35,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.880 | 0,28 | 344 | 10,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.194 | 0,01 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 600 | 30 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 10.750 | 538 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 227 | 11 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 477.465 | 5,58 | 23.902 | 16,64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31.416 | 2,06 | 1.573 | 12,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.818 | 7,71 | 341 | 19,23 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 82.000 | 4.105 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 140 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 473.552 | 5,64 | 23.706 | 16,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 404 | 34,67 | 20 | 53,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.183 | 59 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 35.869 | 84,00 | 1.796 | 103,28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11.799 | 591 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 32.762 | 0,31 | 1.640 | 10,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 920.204 | 1,77 | 46.065 | 12,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.774 | 1,68 | 239 | 12,26 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5.107 | 256 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93.820 | 11,19 | 4.697 | 22,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.263.664 | 5,96 | 63 | 16,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78.508 | 3,65 | 3.930 | 14,54 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12.679 | 5,91 | 635 | 16,97 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 84.701 | 10,30 | 4.240 | 21,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 162 | 8 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17.560 | 7,04 | 879 | 18,30 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 58.515 | 5,55 | 2.929 | 16,65 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5.107 | 256 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.920 | 181,00 | 196 | 211,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3.680 | 184 |
