Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund inkluderar Stonebridge Wealth Management, LLC, Stratos Wealth Advisors, LLC, Lido Advisors, LLC, J2 Capital Management Inc, BlueStem Wealth Partners, LLC, Quadrature Capital Ltd, Great Valley Advisor Group, Inc., Hancock Whitney Corp, Evergreen Capital Management Llc, Quartz Partners, LLC, Argyle Capital Partners, LLC, Kovack Advisors, Inc., Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Total Investment Management Inc, Maseco Llp, LOM Asset Management Ltd, Advantage Trust Co, och SJS Investment Consulting Inc. .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 016 | 0,06 | 363 | 12,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 401 289 | 5,35 | 18 524 | 15,57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 980 | 12,19 | 407 | 20,83 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 588 | 66,43 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 371,84 | 22 | 450,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12 450 | 564 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 585 | 0,50 | 253 | 8,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 187 | 54 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 241 854 | 10,71 | 10 954 | 19,16 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 72 | 1,41 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 252 | 4,26 | 328 | 12,33 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4 869 | 221 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 535 984 | 8,44 | 24 275 | 16,71 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4 739 | 215 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 741 | 215 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 52 236 | 2,36 | 2 366 | 10,15 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 226 | 100,00 | 10 | 150,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125 718 | 2,30 | 5 694 | 10,09 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3 147 | 143 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6 686 | 303 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80 745 | 0,21 | 3 657 | 7,85 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 9 273 | 10,37 | 420 | 18,70 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23 130 | 1 048 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13 940 | 2,56 | 631 | 10,51 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 470 | 1,29 | 21 | 10,53 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6 899 | 0,16 | 314 | 8,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 740 | 1,33 | 169 | 13,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 61 818 | 42,63 | 3 | 100,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 4 469 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 466 | 655 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 6 131 | 278 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 20 302 | 36,17 | 919 | 46,57 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 94 085 | 16,21 | 4 261 | 25,10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 405 021 | 6,51 | 18 343 | 14,64 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 606 | 209 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 592 480 | 10,22 | 26 833 | 18,64 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10 865 | 6,70 | 492 | 14,95 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 20 755 | 5,06 | 940 | 13,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182 572 | 42,14 | 8 269 | 52,97 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 622 | 32,77 | 662 | 42,98 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 255 213 | 52,49 | 11 559 | 64,13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 960 | 1,27 | 225 | 8,74 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 159 634 | 46,20 | 7 230 | 57,36 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 83 | 4 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 568 | 44,84 | 348 | 58,45 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 6 775 | 307 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 352 246 | 63,82 | 15 953 | 76,33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 393 | 13,68 | 833 | 22,35 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 562 | 5 907,69 | 71 | 7,69 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 666 | 101,46 | 4 650 | 116,84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 352 | 197 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 804 | 50,32 | 444 | 62,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 363 | 279,59 | 1 285 | 308,92 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 580 | 172,30 | 26 | 225,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 818 | 4,62 | 354 | 12,74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 414 | 4,45 | 472 | 12,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 386 617 | 0,79 | 17 510 | 8,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 464 | 746 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 000 | 362 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 066 | 365 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 617 610 | 5,10 | 27 972 | 13,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 720 682 | 2,60 | 33 | 10,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 154 | 2,83 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7 738 | 350 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 172 | 31,86 | 642 | 41,81 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 185,11 | 6 | 150,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19 861 | 9,10 | 899 | 17,36 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 601 | 27 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 473 | 17,35 | 746 | 26,44 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 58 526 | 19,68 | 2 651 | 28,83 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 106 230 | 151,15 | 4 811 | 170,43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 118 | 1,93 | 232 | 9,48 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4 864 | 0,16 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 093 | 4,09 | 231 | 12,20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99 242 | 5,37 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 125 421 | 1,72 | 368 000 | 9,48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 29 248 | 6,55 | 1 325 | 14,63 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 271 359 | 0,29 | 12 290 | 7,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 879 208 | 2,28 | 85 109 | 10,08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 254 558 | 57,06 | 11 529 | 69,03 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 938 | 16,84 | 541 | 25,87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 45 010 | 3,35 | 2 039 | 11,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 323 | 1,72 | 332 | 9,60 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 7 306 | 0,29 | 331 | 7,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 556 | 37,30 | 297 | 53,37 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 48 355 | 97,67 | 2 190 | 112,73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 318 | 29,39 | 1 101 | 39,37 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 143 | 6 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 857 | 37,47 | 311 | 48,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 240 428 | 3,20 | 11 | 11,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 150,00 | 0 | |||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 95 822 | 33,12 | 4 340 | 43,30 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 128 748 | 9,31 | 5 831 | 17,64 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 126 142 | 1,88 | 5 816 | 9,10 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 337 | 24,11 | 423 | 33,54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 368 | 4,80 | 424 | 12,50 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 619 | 0,89 | 118 | 8,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 990 | 10,66 | 452 | 19,26 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 662 | 11,77 | 75 | 20,97 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 8 697 | 394 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 3 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 498 | 113 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135 379 | 1,83 | 6 131 | 9,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 117 624 | 30,11 | 5 327 | 40,04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 619 107 | 4,39 | 28 039 | 12,35 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 24 841 | 12,00 | 1 125 | 20,58 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 15 050 | 1,35 | 682 | 9,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 045 | 11,30 | 544 | 19,34 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52 784 | 3,37 | 2 391 | 11,27 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 8 067 | 365 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 481 | 203 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 232 722 | 3,90 | 10 540 | 11,83 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 475 | 6,38 | 474 | 14,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 571 638 | 5,41 | 71 174 | 13,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51 093 | 4,29 | 2 314 | 12,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 271 | 1 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 322 | 92,81 | 15 | 100,00 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 729 | 4,01 | 259 | 12,12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 10,58 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 000 | 124,14 | 589 | 140,98 | |||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25 881 | 28,95 | 1 172 | 38,86 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 154 035 | 6 976 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 453 | 202 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 430 | 19 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 407 117 | 0,30 | 18 438 | 7,95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 680 | 60,75 | 484 | 73,12 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 26 361 | 1,00 | 1 194 | 8,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 840 | 72,97 | 174 | 86,02 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27 022 | 4,30 | 1 248 | 14,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 819 | 196,74 | 37 | 236,36 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 41 233 | 0,46 | 1 867 | 8,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 38 802 | 14,29 | 1 757 | 23,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | 54,80 | 32 | 68,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 943 | 45,32 | 360 | 56,09 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 109 604 | 6,06 | 4 964 | 14,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 372 478 | 0,07 | 16 870 | 7,71 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 148 010 | 18,80 | 6 703 | 27,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 459 | 157 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 18 659 | 1,22 | 845 | 9,03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 496 | 340 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33 237 | 1,31 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113 208 | 78,22 | 4 990 | 86,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 165 411 | 10,45 | 7 491 | 18,96 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14 179 | 642 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 624 | 209 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 536 | 20,21 | 341 | 29,66 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 621 | 73 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 38 906 | 29,31 | 1 762 | 39,18 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 274 | 12,37 | 646 | 20,97 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 513 | 11,79 | 114 | 20,21 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 26 004 | 4,00 | 1 178 | 11,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33 485 | 197,17 | 1 517 | 219,83 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 486 | 86,02 | 475 | 100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15 316 | 12,60 | 694 | 21,15 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 103 181 | 4 673 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 126 | 4,37 | 413 | 12,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 523 584 | 22,80 | 114 293 | 32,17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 564 | 12,98 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 989 | 50,59 | 181 | 62,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 802 | 4,40 | 82 | 12,50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 736 | 13,63 | 260 | 22,17 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 600 | 27 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7 205 | 5,26 | 326 | 13,19 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48 271 | 11,31 | 2 186 | 19,85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9 722 | 20,55 | 440 | 29,79 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 585 | 0 | ||||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 243 | 157,88 | 56 | 180,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 290 | 0,03 | 421 | 7,69 |
