Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree U.S. Quality Growth Fund, omfatter Smith Anglin Financial, LLC, HighTower Advisors, LLC, Win Advisors, Inc, Foundations Investment Advisors, LLC, Empirical Asset Management, LLC, Steward Partners Investment Advisory, Llc, Ameritas Advisory Services, LLC, Massmutual Trust Co Fsb/adv, JNBA Financial Advisors, Golden State Wealth Management, LLC, og Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.605 | 8,09 | 137 | 29,52 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 447 | 23 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88.004 | 466,71 | 5 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6.811 | 82,85 | 358 | 119,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.369 | 27,38 | 387 | 52,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 525 | 28 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 951 | 50 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 274.946 | 9,44 | 14.448 | 31,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13.499 | 7,41 | 709 | 28,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.039.834 | 107.193 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6.672 | 45,68 | 351 | 74,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.216.823 | 609,14 | 116.494 | 748,90 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.466 | 19,21 | 287 | 42,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 152.856 | 27,41 | 8.033 | 52,53 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52.585 | 37,37 | 2.763 | 64,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 81.936 | 29,43 | 4.306 | 54,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 638.317 | 6,96 | 33.544 | 28,03 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 357 | 17,43 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29.423 | 26,97 | 1.546 | 52,02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 284.339 | 6,45 | 14.942 | 27,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58.666 | 1.059,64 | 3 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70.156 | 8,81 | 3.687 | 30,25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 266.758 | 8,15 | 13.938 | 28,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 32.709 | 33,55 | 1.719 | 59,81 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 188 | 10 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7.150 | 376 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9.788 | 85,34 | 514 | 122,51 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 225.376 | 29,29 | 11.844 | 54,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102.101 | 16,92 | 5 | 66,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40.763 | 7,38 | 2.143 | 28,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.052.718 | 32,38 | 107.870 | 58,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.608 | 4,78 | 295 | 25,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 191.816 | 2,48 | 10.080 | 22,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 677 | 35 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3.394.147 | 178.362 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 17.404 | 10,82 | 915 | 32,66 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 12.773 | 0,95 | 671 | 20,90 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7.026 | 0,89 | 369 | 20,98 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7.749 | 407 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 8.627 | 453 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 570 | 30 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.425 | 390 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 629 | 52,67 | 33 | 83,33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 79.360 | 2,55 | 4 | 33,33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8.298 | 46,89 | 436 | 76,52 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 275.552 | 19,05 | 14.480 | 42,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 930.707 | 74,11 | 48.909 | 108,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 337 | 25,75 | 18 | 54,55 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 8.410 | 772 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1.233.808 | 0,17 | 64.837 | 19,91 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5.484 | 1,63 | 288 | 22,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 261.679 | 36,47 | 13.751 | 63,37 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17.801 | 2,08 | 935 | 22,22 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12.891 | 145,08 | 677 | 194,35 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 391.703 | 2,27 | 20.584 | 22,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35.218 | 9,03 | 1.851 | 30,47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 63.525 | 31,85 | 3.338 | 57,83 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 18.880 | 52,97 | 992 | 83,36 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 10.215 | 35,30 | 537 | 61,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 240 | 2,13 | 13 | 20,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 39.614 | 3,62 | 2.082 | 24,02 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 366.689 | 17,69 | 19.270 | 40,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3.749.620 | 12,21 | 197.043 | 34,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25.298 | 9,80 | 1.329 | 31,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.423 | 232 |
