Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund inkluderar 5T Wealth, LLC, Northern Trust Corp, Monterey Private Wealth, Inc., Plante Moran Financial Advisors, LLC, Whittier Trust Co Of Nevada Inc, och O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 185 907 | 58,06 | 7 486 | 76,93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 44 308 | 0,84 | 1 784 | 12,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 22 407 | 902 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10 274 | 0,83 | 414 | 13,77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 182 | 370 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 43 004 | 2,14 | 1 732 | 15,32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 959 | 39,88 | 723 | 58,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77 695 | 1,01 | 3 129 | 14,04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 940 | 0,11 | 722 | 12,99 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14 473 | 6,89 | 583 | 20,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36 790 | 8,18 | 1 482 | 22,09 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 70 956 | 2 857 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 516 | 262 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95 375 | 470,97 | 4 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 228 | 9 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7 314 | 42,41 | 295 | 60,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 574 | 2,87 | 23 | 21,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235 685 | 11,81 | 9 491 | 26,24 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 216 755 | 5,16 | 8 729 | 18,72 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 37 159 | 48,09 | 1 496 | 67,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70 220 | 0,50 | 2 828 | 13,44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 149 | 46 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 23 721 | 3,35 | 955 | 16,75 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 24 008 | 0,82 | 967 | 13,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 645 170 | 2,71 | 25 981 | 15,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171 962 | 2,00 | 6 925 | 15,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 206 366 | 1,25 | 8 310 | 14,31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5 938 | 212 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 723 | 69 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55 025 | 4,72 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 905 | 42,61 | 117 | 61,11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 227 | 210 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 065 | 11,84 | 244 | 26,42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 720 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 925 | 98,03 | 239 | 122,43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 24 588 | 32,50 | 990 | 49,77 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16 890 | 18,48 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 001 | 41,02 | 121 | 57,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 426 | 17 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 752 | 27,55 | 4 581 | 43,98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11 351 | 0,71 | 457 | 13,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171 107 | 1,67 | 6 890 | 14,78 |
