Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund inkluderar Avestar Capital, LLC, Arkadios Wealth Advisors, och Gotham Asset 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 | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 4 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 214 | 0,47 | 18 | 12,50 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 754 | 2,57 | 664 | 10,12 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 202 | 94,23 | 17 | 112,50 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 6 812 | 584 | ||||||
2025-08-14 | 13F | Fmr Llc | 380 576 | 12,76 | 32 613 | 21,89 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 10 205 | 875 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 38 014 | 54,58 | 3 258 | 67,11 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 230 | 475,00 | 20 | 533,33 | ||||
2025-08-14 | 13F | UBS Group AG | 37 426 | 3,03 | 3 207 | 11,39 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 205 952 | 2,87 | 17 649 | 11,21 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 88 061 | 89,61 | 7 546 | 105,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 17 454 | 7,30 | 1 496 | 15,98 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 58 | 28,89 | 5 | 33,33 | ||||
2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 373 820 | 11,33 | 31 632 | 22,39 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 5 418 | 0,02 | 464 | 8,16 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 983 | 770 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 777 | 23,60 | 581 | 33,64 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 52 364 | 854,85 | 4 487 | 933,87 | ||||
2025-08-29 | NP | DLS - WisdomTree International SmallCap Dividend Fund N/A | 2 000 | 53,85 | 171 | 66,02 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 85 025 | 6,97 | 7 286 | 15,65 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 325 | 0,03 | 285 | 7,95 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3 213 | 13,05 | 276 | 22,12 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 15 235 | 1 306 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 583 | 13,44 | 393 | 22,50 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 126 646 | 95,19 | 10 853 | 111,01 |