Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund inkluderar Global Retirement Partners, LLC, O'shaughnessy Asset Management, Llc, Sequent Planning LLC, Mount Yale Investment Advisors, LLC, och Quaker Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 89 066 | 0,41 | 10 070 | 3,39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 278 | 258 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 40 543 | 1,17 | 4 584 | 4,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 597 | 67 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 12 743 | 0,08 | 1 441 | 3,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 914 | 18,09 | 782 | 21,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 602 | 0,17 | 68 | 4,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 522 | 413,86 | 511 | 432,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 161 | 14,79 | 1 149 | 18,23 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21 594 | 0,19 | 2 441 | 3,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 739 | 58,87 | 536 | 63,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 430 | 7,00 | 275 | 10,04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1 951 | 221 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 3 690 | 1,29 | 417 | 4,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6 248 | 706 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 851 | 0,16 | 209 | 3,47 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 89 042 | 9,25 | 10 067 | 12,51 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2 902 | 0,42 | 324 | 2,21 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 226 | 26 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20 743 | 9,85 | 2 346 | 13,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 220 | 39,23 | 477 | 43,67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 18 750 | 23,40 | 2 120 | 27,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 749 | 10,80 | 84 | 15,07 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 366 | 0,07 | 154 | 3,36 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 715 | 0,41 | 307 | 3,38 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2 339 | 0,39 | 264 | 3,53 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3 796 | 0,03 | 429 | 3,13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5 606 | 3,07 | 634 | 6,03 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 362 | 41 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 118 | 1 370 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 537 | 0,08 | 287 | 2,88 |
