Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund inkluderar Stonebridge Wealth Management, LLC, Forefront Analytics, LLC, Kingstone Capital Partners Texas, LLC, Midwest Trust Co, SRS Capital Advisors, Inc., LOM Asset Management Ltd, Aqr Capital Management Llc, Bradley Foster & Sargent Inc/ct, Evolution Wealth Management Inc., DHJJ Financial Advisors, Ltd., Kennebec Savings Bank, Harbor Asset Planning, Inc., Hemington Wealth Management, Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, ENDW - Cambria Endowment Style ETF, Beaird Harris Wealth Management, LLC, och Christopher J. Hasenberg, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 499 | 0,81 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 3 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 687 | 85 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6 692 | 213 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 621 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 99 407 | 2,66 | 3 157 | 2,04 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 524 | 0,84 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86 169 | 35,23 | 2 737 | 34,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 444 967 | 3,01 | 14 132 | 2,37 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 17 967 | 11,54 | 591 | 18,47 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 9 648 | 0,71 | 306 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25 601 | 0,02 | 813 | −0,61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 56 | 9,80 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 422 | 0,92 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 17 610 | 123,25 | 251 | −0,79 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 198 304 | 2,31 | 6 298 | 1,68 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17 028 | 1,28 | 541 | 0,56 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19 869 | 2,16 | 631 | 1,61 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25 001 | 1,98 | 813 | 3,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 260 063 | 5,81 | 8 260 | 5,14 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 000 | 0,05 | 349 | −0,57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 16 157 | 0,62 | 513 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 711 068 | 3,52 | 22 584 | 2,87 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 485 | 13,83 | 206 | 28,93 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 48 807 | 1,08 | 1 550 | 0,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 276 | 1,38 | 168 | 0,60 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13 757 | 24,70 | 437 | 23,86 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 250 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 215 | 17,35 | 483 | 16,67 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 61 793 | 3,97 | 1 963 | 3,32 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15 207 | 2,67 | 483 | 7,59 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 510 | 0,73 | 48 | 0,00 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 171 838 | 10,85 | 5 571 | 23,75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 804 | 15,17 | 407 | 14,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 651 760 | 2,39 | 52 460 | 1,74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22 562 | 12,53 | 775 | 21,09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 443 | 0,12 | 332 | −0,60 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 34 022 | 1,43 | 1 081 | 0,75 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 54 288 | 1,63 | 1 724 | 1,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 995 | 286 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 130 | 163 | ||||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 143 503 | 4,95 | 4 558 | 4,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90 215 | 2 865 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 986 | 111,84 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 030 | 33 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 108 | 3 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 69 787 | 15,64 | 2 216 | 14,94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 469 | 0,21 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34 668 | 5,36 | 1 101 | 4,76 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 645 | 2,58 | 1 299 | −4,56 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 141 577 | 0,03 | 4 506 | −0,38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 230 | 0,82 | 39 | 2,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 420 | 2,06 | 903 | 1,46 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 132 349 | 4 325 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 100 | 590,25 | 384 | 585,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 146 072 | 373,57 | 4 639 | 370,96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18 405 | 9,31 | 585 | 8,55 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 68 460 | 2 174 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 119 744 | 0,25 | 3 803 | −0,37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 656 | 3,54 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20 222 | 15,92 | 642 | 15,26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29 410 | 2,67 | 934 | 2,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 574 892 | 6,19 | 81 779 | 5,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32 082 | 4,39 | 1 019 | −3,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 714 782 | 110,65 | 22 701 | 109,34 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 48 998 | 2,21 | 1 556 | 1,57 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 46 281 | 12,84 | 1 470 | 12,14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 105 064 | 3,59 | 3 337 | 2,93 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 131 | 0,77 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 840 | 19,52 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 73 843 | 128,29 | 2 345 | 127,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 873 | 12,42 | 123 | 11,82 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 324 885 | 5,13 | 10 318 | 4,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 61 335 | 10,04 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 299 893 | 21,33 | 73 045 | 20,57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 11 972 | 1,15 | 380 | 0,53 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 931 | 93 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 070 | 415 | ||||||
| 2025-08-12 | 13F | Farmers National Bank | 74 266 | 4,75 | 2 359 | 4,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 306 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 664 924 | 78,97 | 21 162 | 78,45 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 115 834 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114 661 | 1,56 | 3 642 | 0,91 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 36 906 | 0,94 | 1 172 | 0,34 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 22 673 | 6,79 | 720 | 6,19 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,67 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 25 233 | 38,83 | 801 | 38,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 519 | 0,58 | 16 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17 121 | 4,02 | 544 | 3,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12 496 | 2 374,46 | 397 | 2 375,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 58 | 2 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 322 988 | 6,55 | 10 258 | 5,88 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 216 847 | 25,33 | 6 887 | 24,56 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22 353 | 710 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 959 | 221 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 745 | 170,91 | 24 | 187,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 608 | 12,61 | 83 | 10,81 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 23 991 | 59,31 | 762 | 58,21 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15 200 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 118 690 | 3 768 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 584 | 5,35 | 844 | 4,71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | 10,81 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47 837 | 11,00 | 1 519 | 10,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34 586 | 5,68 | 1 098 | 5,07 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7 357 | 5,93 | 234 | 5,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 81 | 3 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 762 | 46,21 | 532 | 45,36 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17 213 | 0,67 | 547 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 302 | 5,45 | 327 | 4,81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59 998 | 15,59 | 1 908 | 14,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219 593 | 8,08 | 6 981 | 7,52 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31 822 | 2,83 | 1 011 | 2,12 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 149 640 | 22,55 | 4 753 | 21,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17 250 | −1,07 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 249 | 357 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 17 817 | 10,02 | 566 | 9,28 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 49 926 | 4,19 | 1 586 | 3,53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 55 497 | 0,02 | 1 763 | −0,62 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 12 660 | 13,75 | 402 | 13,24 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 548 | 17 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 210 | 7 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 17 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21 804 | 27,35 | 692 | 26,51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 228 427 | 7 255 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 318 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13 006 | 2,46 | 413 | 1,98 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 166 | 5 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 367 | 329 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 096 | 137,64 | 67 | 120,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 525 | 17 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95 087 | 2,86 | 3 020 | 2,20 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38 958 | 6,61 | 1 237 | 6,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 20 797 | 0,76 | 661 | 0,15 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 11 000 | 0 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 112 | 4 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 250 797 | 2,56 | 7 965 | 1,92 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 484 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14 119 | 0,68 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 292 | 34,62 | 424 | 34,29 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9 793 | 0,82 | 311 | 0,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19 653 | 18,66 | 624 | 17,96 |
