Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund inkluderar Stonebridge Wealth Management, LLC, rebel Financial LLC, Cove Private Wealth, LLC, Evolution Wealth Management Inc., Russell Investments Group, Ltd., Maseco Llp, Promus Capital, LLC, BOK Financial Private Wealth, Inc., Dunhill Financial, LLC, SRS Capital Advisors, Inc., och Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 77 517 | 1,93 | 4 282 | 16,55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 247 | 292,06 | 14 | 333,33 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 220 | 12 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 28 200 | 100,00 | 1 460 | 114,39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 639 | 8,78 | 146 | 23,93 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 89 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 234 | 9,56 | 1 615 | 25,29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 725 | 0,49 | 261 | 14,98 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 182 | 1,11 | 10 | 25,00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5 900 | 326 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 71 998 | 3 977 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 182 | 2,98 | 1 723 | 17,78 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9 607 | 74,29 | 531 | 99,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95 420 | 1,69 | 5 271 | 16,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37 728 | 1,43 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 234 537 | 13 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 556 923 | 2,29 | 30 725 | 16,81 | ||||
| 2025-05-30 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 105 | 5,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247 056 | 22,94 | 13 647 | 40,57 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 31 405 | 2,63 | 1 735 | 17,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 038 | 223 | ||||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 7 937 | 162,99 | 438 | 192,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 357 | 130 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 605 | 51,25 | 33 | 73,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 471 | 0,86 | 26 | 18,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38 367 | 467,90 | 2 119 | 550,00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10 947 | 7,17 | 605 | 22,52 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 546 | 7,61 | 304 | 21,60 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 606 | 199 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 291 | 11,34 | 292 | 26,41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 16 | 1 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42 350 | 588,06 | 2 339 | 687,21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 009 | 56 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 724 | 261 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157 335 | 28,28 | 8 691 | 46,68 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21 935 | 4,01 | 1 212 | 18,96 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 872 | 0,31 | 159 | 14,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60 771 | 63,45 | 3 357 | 86,92 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 40 095 | 0,35 | 2 215 | 14,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 92 198 | 11,66 | 5 | 66,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 379 635 | 2,33 | 20 971 | 17,01 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 932 | 111,26 | 493 | 141,67 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 18 225 | 13,18 | 1 007 | 29,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 509 | 479 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 652 | 0,51 | 1 914 | 14,95 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 267 215 | 4,04 | 14 761 | 18,97 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 16 764 | 926 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81 295 | 13,19 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 138 045 | 3,24 | 7 626 | 18,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 105 569 | 0,94 | 61 072 | 15,42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 334 757 | 30,83 | 18 492 | 49,60 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 7 075 | 7,59 | 391 | 23,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 749 | 16,00 | 262 | 32,99 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 642 | 8,88 | 534 | 25,06 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 548 | 30 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 121 | 7 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 283 320 | 3,62 | 15 650 | 18,49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89 955 | 6,91 | 4 969 | 22,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 413 | 0,48 | 1 072 | 14,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142 764 | 17,17 | 7 886 | 33,73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 108 | 6 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55 541 | 1,39 | 3 068 | 15,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 95 393 | 31,99 | 5 269 | 50,93 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 238 | 0,01 | 403 | 20,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 089 | 0,29 | 224 | 13,13 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 61 258 | 4,79 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13 | 1 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 39 846 | 1,68 | 2 201 | 16,27 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 52 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 43 | 2 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 315 | 0,04 | 736 | 14,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 421 979 | 5,83 | 23 310 | 21,01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 480 | 1,42 | 2 402 | 15,93 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4 000 | 221 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 844 | 9,81 | 157 | 25,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 0,43 | 26 | 13,64 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 35 244 | 0,35 | 1 947 | 14,74 | ||||
| 2025-05-30 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 93 | 20,78 | 4 | 33,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 728 | 0,95 | 372 | 15,22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10 022 | 3,59 | 554 | 18,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 233 048 | 8,31 | 13 | 20,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 34 323 | 8,08 | 1 896 | 23,53 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12 659 | 3,83 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 279 920 | 8,75 | 15 463 | 24,36 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 116 600 | 5,27 | 6 560 | 22,58 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 312 | 72 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 089 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 702 311 | 3,18 | 38 796 | 17,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 502 645 | 2,69 | 27 766 | 17,42 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 129 188 | 3,01 | 7 136 | 17,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47 541 | 13,51 | 2 626 | 29,81 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 121 797 | 6 728 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 241 031 | 1,38 | 13 315 | 15,93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 137 401 | 1,15 | 7 590 | 15,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 726 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 421 501 | 0,33 | 23 284 | 14,72 | ||||
| 2025-05-30 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 399 | 24,69 | 19 | 26,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 282 | 14,63 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 833 | 212 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 8 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 19 582 | 27,69 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 399 | 0,41 | 296 | 14,29 |
