Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund, omfatter Ausdal Financial Partners, Inc., Cary Street Partners Financial Llc, Valmark Advisers, Inc., Susquehanna International Group, Llp, Wealthcare Advisory Partners LLC, Glass Jacobson Investment Advisors llc, Evolution Wealth Management Inc., Private Trust Co Na, Global Retirement Partners, LLC, Guardian Wealth Advisors, Llc / Nc, Assetmark, Inc, og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.151 | 17,08 | 1 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 21.571 | 7,64 | 530 | 39,21 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 15.175 | 37,95 | 373 | 77,99 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.980 | 221 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14.806 | 20,32 | 364 | 55,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21.550 | 3,35 | 529 | 33,59 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.208 | 6,42 | 447 | 37,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.900 | 33,05 | 47 | 70,37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 71.214 | 0,94 | 1.749 | 30,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9.800 | 241 | |||||
| 2025-08-07 | 13F | Nwam Llc | 39.402 | 6,69 | 1.017 | 44,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 5 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 102.188 | 4,70 | 2.510 | 35,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42.994 | 11,85 | 1.056 | 44,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 112 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5.187 | 289,12 | 127 | 408,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.668 | 14,91 | 311 | 48,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 30 | 1 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 810 | 20 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 29.623 | 8,53 | 728 | 40,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 80.182 | 121,30 | 1.969 | 186,19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9.358 | 230 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 130.937 | 30,61 | 3.216 | 68,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 62.565 | 383,58 | 1.537 | 526,94 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 8.641 | 212 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12.934 | 318 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 145 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 15.796 | 1,28 | 385 | 48,84 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.229 | 18,85 | 153 | 53,54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12.489 | 307 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 105 | 3 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10.336 | 254 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7.110 | 9,20 | 173 | 37,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 136 | 3 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12.433 | 1,29 | 305 | 30,90 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 239 | 6 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.202 | 226 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 397.803 | 4,10 | 9.770 | 34,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.685 | 7,81 | 287 | 39,51 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 602 | 0,17 | 15 | 27,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54.152 | 24,93 | 1.330 | 61,48 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38.018 | 5,78 | 934 | 36,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23.594 | 79,53 | 579 | 132,53 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 9.116 | 0,45 | 224 | 29,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65.142 | 3,97 | 1.600 | 34,37 |
