Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund inkluderar Stonebridge Wealth Management, LLC, Modern Wealth Management, LLC, Centaurus Financial, Inc., Assetmark, Inc, och AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | XML Financial, LLC | 93 508 | 6,60 | 4 353 | 6,72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4 783 | 0,38 | 223 | 0,45 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7 510 | 17,62 | 350 | 17,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 390 | 89,63 | 65 | 88,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 56 249 | 2,97 | 3 | 0,00 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 422 | 46,53 | 20 | 46,15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14 487 | 2,06 | 674 | 2,12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 195 | 0,46 | 102 | 0,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 250 951 | 7,44 | 11 682 | 7,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95 097 | 9,48 | 4 427 | 9,61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51 048 | 1,32 | 2 376 | 1,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 956 | 54,52 | 370 | 54,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14 118 | 2,31 | 657 | 2,50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90 777 | 1,56 | 4 226 | 1,66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 64 548 | 1,69 | 3 005 | 1,80 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 9 184 | 8,83 | 427 | 8,93 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 905 | 0,25 | 243 | 12,56 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17 301 | 17,13 | 805 | 17,35 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 124 | 7,83 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 24 704 | 0,58 | 1 150 | 0,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 389 444 | 0,29 | 18 129 | 0,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 175 | 5,11 | 287 | 5,13 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 20 914 | 3,83 | 974 | 3,95 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 232 | 6,65 | 795 | 12,31 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 039 | 0,11 | 560 | 0,18 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 896 | 7,42 | 138 | 10,40 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9 637 | 2,72 | 449 | 2,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111 726 | 0,46 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 629 393 | 6,56 | 29 298 | 6,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 830 | 162,50 | 226 | 165,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 002 | 47 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 750 | 0,36 | 221 | 0,45 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6 888 | 9,73 | 321 | 9,97 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 17 163 | 9,73 | 799 | −0,37 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 19 551 | 1,55 | 910 | 1,68 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 7 403 | 1,82 | 345 | 1,78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 544 | 2,18 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27 692 | 15,05 | 1 289 | 15,19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 189 | 62,43 | 55 | 61,76 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 167 | 0 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 47 586 | 11,18 | 2 215 | 11,31 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 78 152 | 4,38 | 3 638 | 4,48 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 396 | 0,51 | 18 | 0,00 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 77 | 14,93 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 218 | 74,74 | 383 | 75,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 622 | 0,12 | 913 | 6,53 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 441 | 0,96 | 393 | 1,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 410 117 | 15,48 | 19 091 | 15,60 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 77 703 | 34,22 | 3 617 | 34,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 275 | 13 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 139 379 | 2,25 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 16 293 | 5,48 | 758 | 5,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 204 | 0,96 | 592 | 15,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 104 140 | 3,58 | 4 848 | 3,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 408 | 54,28 | 1 276 | 54,36 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 29 076 | 6,98 | 1 351 | 6,89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40 956 | 152,86 | 1 907 | 153,12 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 46 318 | 2 156 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11 219 | 522 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 85 161 | 3 964 |
