Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Dynamic International Equity Fund inkluderar Park National Corp /oh/, Burns Matteson Capital Management, LLC, Simplicity Wealth,LLC, D.a. Davidson & Co., Global Retirement Partners, LLC, Tcfg Wealth Management, Llc, SK Wealth Management, LLC, Evolution Wealth Management Inc., Financial Engines Advisors L.L.C., Insigneo Advisory Services, Llc, Greykasell Wealth Strategies, Inc., Foundations Investment Advisors, LLC, Defined Financial Planning LLC, HHM Wealth Advisors, LLC, BOK Financial Private Wealth, Inc., och Asset Dedication, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 67 312 | 2 670 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 388 | 15 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 21 860 | 876 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 486 524 | 4,29 | 19 296 | 12,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372 986 | 1 036,11 | 14 793 | 1 125,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 645 | 9,78 | 184 | 18,71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 518 | 1,35 | 496 | 9,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140 800 | 2,58 | 5 584 | 10,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 222 788 | 23,28 | 9 | 33,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 112 066 | 1,33 | 4 445 | 9,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 536 086 | 9,31 | 21 261 | 17,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 021 | 11,79 | 159 | 20,45 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 142 055 | 1,15 | 5 634 | 9,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 575 872 | 12,25 | 22 839 | 21,01 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 58 251 | 2 310 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 20 154 | 7,01 | 799 | 15,46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 7 588 | 301 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 125 | 307,61 | 45 | 340,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 56 322 | 0,32 | 2 072 | 7,36 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 8 820 | 0,24 | 350 | 8,05 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10 773 | 427 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58 290 | 2 312 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 63 700 | 352,09 | 2 526 | 387,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147 612 | 23,47 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19 207 | 48,01 | 762 | 59,54 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 912 | 0,44 | 36 | 9,09 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 062 | 73,39 | 121 | 89,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 740 805 | 844,24 | 69 040 | 917,99 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2 627 025 | 104 188 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 223 | 1 318 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 973 | 11,53 | 475 | 20,30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33 188 | 7,25 | 1 316 | 15,64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 124 | 1,11 | 402 | 8,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12 460 | 494 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 114 117 | 4 526 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 235 | 1,03 | 168 | 8,44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 104 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 513 | 116,76 | 60 | 140,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 276 351 | 4,34 | 10 960 | 12,49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6 878 | 1,42 | 273 | 9,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 103 008 | 66,98 | 4 085 | 80,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 448 | 10,26 | 1 723 | 18,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 719 | 9,63 | 425 | 18,38 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 32 221 | 1 278 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 775 | 229 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 864 | 39,68 | 312 | 50,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 268 | 209 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 405 360 | 51,35 | 16 077 | 63,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46 704 | 24,03 | 1 852 | 33,72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 451 | 97 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31 562 | 17,65 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 540 | 0,56 | 497 | 8,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13 790 | 20,68 | 547 | 30,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 567 297 | 4,01 | 22 499 | 12,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139 352 | 8,83 | 5 527 | 17,32 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 5 079 | 200 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 180 367 | 0,44 | 46 813 | 8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 031 | 477 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18 453 | 9,25 | 732 | 17,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 350 030 | 85,65 | 53 542 | 100,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 27 699 | 803,42 | 1 099 | 872,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56 197 | 753,67 | 2 229 | 820,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 777 | 2,08 | 824 | 10,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 514 170 | 26,43 | 20 | 42,86 |
