Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund inkluderar Hilltop Holdings Inc., Summit Financial, LLC, Summit Wealth Group Llc / Co, Independent Wealth Network Inc., Y-Intercept (Hong Kong) Ltd, Wesbanco Bank Inc, Midwest Trust Co, Sax Wealth Advisors, Llc, Quantinno Capital Management LP, Obermeyer Wood Investment Counsel, Lllp, Studio Investment Management Llc, Fiera Capital Corp, Astoria Portfolio Advisors LLC., Atlantic Trust, LLC, Howe & Rusling Inc, Ryan Investment Management, Inc., Harbor Asset Planning, Inc., Td Private Client Wealth Llc, Raleigh Capital Management Inc., och Mascagni Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 955 | 325 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0,44 | 75 | 4,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25 866 | 70,44 | 2 125 | 76,41 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 434 | 7,76 | 693 | 11,43 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 636 | 0,30 | 709 | 3,81 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34 627 | 0,31 | 2 844 | 3,83 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 758 | 4,27 | 309 | 12,41 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314 980 | 0,55 | 25 872 | 4,06 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4 798 | 0,38 | 394 | 3,96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 610 | 603,50 | 214 | 637,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 250 | 0,56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 275 | 16,96 | 269 | 21,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 054 | 0,20 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 929 | 0,72 | 651 | 4,33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 165 | 11,75 | 4 696 | 15,64 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 093 | 5,11 | 501 | 8,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 412 192 | 2,02 | 115 997 | 5,58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 617 | 4,73 | 1 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 750 | 68,14 | 390 | 74,11 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 032 | 1,53 | 824 | 5,10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 770 | 0,81 | 967 | 4,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53 763 | 0,28 | 4 416 | 3,81 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3 476 | 3,36 | 287 | 9,16 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 709 | 6,01 | 4 658 | 9,73 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 157 | 0,10 | 259 | 3,60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723 415 | 12,50 | 59 421 | 16,43 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 618 | 133 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 432 | 623,23 | 118 | 680,00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2 493 | 205 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 898 | 4,00 | 5 659 | 7,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251 283 | 2,51 | 20 640 | 6,09 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9 710 | 1,14 | 798 | 4,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68 159 | 3,65 | 5 599 | 7,26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73 089 | 8,43 | 6 083 | 23,11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34 096 | 6,39 | 2 801 | 10,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56 949 | 124,01 | 4 678 | 131,88 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105 127 | 2,36 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62 487 | 0,02 | 5 133 | 3,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 842 | 0,57 | 233 | 4,02 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2,83 | 9 | 0,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74 593 | 530,11 | 6 127 | 552,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 688 | 303 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22 863 | 47,56 | 1 878 | 52,73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54 431 | 6,34 | 4 471 | 10,04 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65 224 | 62,15 | 5 358 | 67,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 642 | 113,54 | 1 285 | 121,00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328 329 | 3,15 | 26 969 | 6,74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 242 | 17,48 | 759 | 21,63 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2 602 | 214 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26 686 | 2 211 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57 810 | 0,23 | 4 748 | 3,71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 453 | 81,77 | 448 | 87,82 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18 664 | 12,07 | 1 533 | 16,05 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2 862 | 0,56 | 235 | 4,44 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31 319 | 26,62 | 2 573 | 31,02 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237 434 | 0,53 | 19 503 | 108 244,44 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2 533 | 0,12 | 208 | 4,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 420 | 2,91 | 609 | 6,47 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566 005 | 0,23 | 46 491 | 3,72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600 370 | 11,48 | 49 310 | 15,38 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17 022 | 108,07 | 1 398 | 115,41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 408 | 203 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635 924 | 8,51 | 52 | 13,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 558 | 14,21 | 1 032 | 18,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 421 | 1,40 | 20 898 | 4,94 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111 545 | 2,94 | 9 162 | 6,53 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19 886 | 0,56 | 1 633 | 4,08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50,00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 724 | 17,27 | 470 | 21,45 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 369 | 1,76 | 1 427 | 5,32 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 385 | 1 099 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186 196 | 13,53 | 15 294 | 17,49 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5 849 | 0,57 | 480 | 4,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 315 | 5,05 | 765 | 11,03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 982 | 327 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138,21 | 48 | 166,67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 445 | 0,93 | 1 351 | 4,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51 018 | 6,15 | 4 191 | 9,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 412 | 3,80 | 445 | 7,51 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 141 | 587 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 269 | 1,31 | 351 | 4,79 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 008 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 339 | 5,11 | 2 738 | 8,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 047 944 | 5,71 | 86 078 | 9,40 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6 821 | 0,40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61 879 | 0,60 | 5 082 | 4,12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 516 | 441,43 | 125 | 463,64 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 083 | 0,02 | 746 | 5,67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 613 | 75,58 | 954 | 81,87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16 049 | 14,83 | 1 318 | 18,85 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 587 | 0,08 | 295 | 3,52 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 397 | 11,50 | 772 | 15,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193 957 | 7,24 | 15 932 | 10,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 130 | 750 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45 802 | 0,30 | 3 762 | 3,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 106 770 | 47,36 | 173 055 | 52,73 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 715 | 0,04 | 1 784 | 3,54 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 440 | 200 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190 803 | 5,11 | 15 660 | 8,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166 299 | 5,73 | 13 660 | 9,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31 783 | 6,92 | 2 611 | 10,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0,34 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2 451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326 362 | 2,16 | 26 807 | 5,73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 546 | 12,84 | 456 | 16,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 472 | 21,24 | 1 345 | 26,05 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3 264 | 0,09 | 268 | 3,88 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 811 | 313 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 027 | 0,56 | 1 399 | 4,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 074 | 269,01 | 1 320 | 282,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 742 | 143 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43 271 | 11,70 | 3 554 | 15,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651 998 | 9,13 | 53 555 | 12,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 552 | 0,26 | 127 | 4,10 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 566 | 1,12 | 1 196 | 4,64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15 910 | 11,45 | 1 328 | 26,86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8 672 | 0,45 | 712 | 3,94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 597 | 0,14 | 295 | 3,51 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32 367 | 63,29 | 2 659 | 68,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 997 | 11,44 | 1 560 | 15,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94 284 | 2,36 | 7 745 | 5,94 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31 925 | 0,07 | 2 622 | 3,55 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0,69 | 36 | 2,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261 991 | 1,14 | 21 520 | 4,67 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8 059 | 0,04 | 662 | 3,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 411 847 | 1,72 | 198 109 | 5,27 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23 976 | 42,25 | 1 969 | 47,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 191 | 46,85 | 262 | 52,33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 725 | 0,47 | 717 | 3,92 | ||||
| 2025-08-14 | 13F | Clg Llc | 279 875 | 13,74 | 22 989 | 17,71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 695 | 1 043 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16 168 | 0,53 | 1 328 | 4,08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126 368 | 1,60 | 10 380 | 5,15 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223 864 | 2,00 | 18 388 | 5,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 269 | 0,37 | 761 | 3,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 946 | 0,02 | 5 088 | 3,52 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 799 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47 079 | 24,31 | 3 867 | 28,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578 307 | 3,34 | 47 502 | 6,95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46 577 | 3 659 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496 816 | 8,53 | 40 814 | 12,31 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 151 | 63,70 | 2 312 | 71,26 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48 433 | 163,91 | 3 844 | 166,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 174 639 | 13,42 | 96 485 | 17,38 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15 426 | 8,86 | 1 267 | 12,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167 724 | 5,56 | 13 777 | 9,24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 379 | 162,78 | 606 | 172,97 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21 690 | 0,52 | 1 782 | 4,03 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7 858 | 0,15 | 645 | 3,70 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 635 | 627 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 302 | 436 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 99 949 | 3,19 | 8 210 | 6,79 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2 735 | 0,40 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 692 | 1 043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 049 861 | 1,44 | 86 236 | 4,98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 972 | 0,46 | 326 | 4,15 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0,47 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6 294 | 0,06 | 517 | 3,61 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684 862 | 2,13 | 56 255 | 5,69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5,09 | 59 | 9,26 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 085 | 418 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 960 | 122,73 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 344 | 0,09 | 451 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0,11 | 74 | 4,23 |
