Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree International SmallCap Dividend Fund inkluderar Stonebridge Wealth Management, LLC, Discipline Wealth Solutions, LLC, Compass Investment Advisers LLC, Modern Wealth Management, LLC, Evolution Wealth Management Inc., Front Row Advisors LLC, FFOX - FundX Future Fund Opportunities ETF, Dunhill Financial, LLC, DHJJ Financial Advisors, Ltd., Alpine Bank Wealth Management, SRS Capital Advisors, Inc., Ameritas Advisory Services, LLC, SJS Investment Consulting Inc., och St Germain D J Co 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.
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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 | Global Retirement Partners, LLC | 2 850 | 119,23 | 214 | 164,20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 919 | 21,39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 360 | 1,42 | 628 | 15,26 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 028 | 6,63 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 415 | 137,14 | 31 | 181,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 595 | 102,07 | 875 | 131,48 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 722 | 355 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 664 | 125 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 832 | 1,98 | 1 865 | 16,05 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 20 738 | 0,84 | 1 558 | 14,74 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 18 325 | 83,25 | 1 376 | 108,48 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2 929 | 220 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 3 321 | 1,31 | 249 | 15,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 954 | 222 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 784 | 1,88 | 134 | 22,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 59 | 4 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 167 | 0,25 | 388 | 14,12 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 470 | 35 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 260 | 2,19 | 921 | 16,31 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 73 | 8,96 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 8 131 | 0,84 | 611 | 14,66 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 3 223 | 206 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 975 | 16,85 | 223 | 32,74 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 14 221 | 0,30 | 1 068 | 14,22 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6 492 | 0,03 | 488 | 13,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 838 | 2,54 | 1 483 | 14,71 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 035 | 1,31 | 1 355 | 15,33 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 23 953 | 1,93 | 1 799 | 16,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 105 | 1,16 | 459 | 15,08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 39 | 3 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 000 | 225 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 341 | 176 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 106 | 51,43 | 8 | 75,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 106 | 8 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 147 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 107 315 | 0,62 | 8 060 | 14,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72 135 | 14,83 | 5 418 | 30,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 984 | 0,08 | 1 201 | 13,85 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 099 | 5 593,06 | 308 | 7 575,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 106 | 376,06 | 2 336 | 442,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 134 | 0,92 | 911 | 14,88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 245 | 0,09 | 244 | 13,55 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 21 877 | 3,33 | 1 643 | 17,61 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 84 915 | 0,33 | 6 378 | 14,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 283 | 1,15 | 2 877 | 15,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 087 | 10,25 | 457 | 25,55 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 53 848 | 1,43 | 4 045 | 15,44 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54 175 | 1,65 | 4 069 | 15,70 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 171 | 1,79 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 13 110 | 4,58 | 985 | 18,98 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 700 | 53 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 110 966 | 0,38 | 8 335 | 14,23 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 828 | 2,41 | 288 | 16,67 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 505 | 0,40 | 188 | 14,63 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 59 532 | 13,25 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 5 114 | 31,13 | 383 | 48,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 162 | 9,69 | 3 317 | 24,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 617 | 0 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3 342 | 210 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 713 | 204 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 10 853 | 815 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 898 | 1,77 | 2 095 | 15,81 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 795 | 210 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 810 | 13,74 | 361 | 29,39 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 82 581 | 0,58 | 6 203 | 14,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 021 | 0,42 | 302 | 14,02 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 207 | 16 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 57 886 | 100,15 | 4 335 | 127,15 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 42 | 3 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 28 295 | 2,56 | 2 125 | 16,76 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 2 771 | 208 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 609 | 46 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 9 127 | 1,18 | 686 | 15,13 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 57 593 | 0,87 | 4 326 | 14,78 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 378 | 0,53 | 329 | 14,29 |
