Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund inkluderar Mercer Global Advisors Inc /adv, Lido Advisors, LLC, Ubs Asset Management Americas Inc, Rossby Financial, LCC, och Simplex Trading, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Michels Family Financial, LLC | 44 656 | 1,34 | 1 803 | −0,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 530 055 | 0,35 | 21 398 | −1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 502 178 | 1,29 | 20 273 | −0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 221 797 | 0,66 | 8 954 | −1,42 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 164 | 47 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48 937 | 15,99 | 1 976 | 13,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 395 | 58 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18 544 | 7,73 | 749 | 5,50 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 27 925 | 0,57 | 1 127 | −1,49 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11 432 | 0,42 | 462 | −1,71 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 11 400 | 7,04 | 460 | 5,02 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 034 | 3,00 | 266 | 9,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 49 494 | 2,54 | 1 998 | 199 700,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 86 781 | 397,74 | 3 503 | 387,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 579 | 24 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 257 | 212 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20 754 | 838 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18 326 | 51,04 | 740 | 47,80 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 173 366 | 4,20 | 6 999 | 2,04 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 20 148 | 13,97 | 813 | 11,68 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5 790 | 234 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7 446 | 32,37 | 292 | 26,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 462 832 | 2,35 | 18 685 | 0,24 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 46 848 | 2,38 | 1 891 | 0,27 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1 401 | 21,93 | 57 | 16,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 204 780 | 6,17 | 7 976 | 0,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 243 726 | 0,55 | 50 209 | −1,53 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 17 608 | 4,15 | 1 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 59 333 | 2,11 | 2 395 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 116 835 | 78,82 | 4 717 | 75,12 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 2 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 202 | 8 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 431 | 34,94 | 340 | 32,30 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 10 381 | 0,05 | 419 | −1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 34 112 | 8,05 | 1 377 | 5,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 45 089 | 0,10 | 1 820 | −1,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 153 | 127 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 756 | 232 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 37 460 | 2 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 24 722 | 2,53 | 998 | 0,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56 808 | 1,63 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 219 | 211 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51 503 | 3,09 | 2 079 | 0,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29 378 | 9,64 | 1 186 | 7,34 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5 288 | 0,23 | 213 | −1,84 |
