Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree International LargeCap Dividend Fund inkluderar Integrated Wealth Concepts LLC, Wealth Enhancement Advisory Services, Llc, och Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 981 | 714 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | NP | DTH - WisdomTree International High Dividend Fund N/A | 734 | 73 300,00 | 44 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 93 271 | 7,74 | 5 556 | 16,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 084 | 364 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 257 | 134 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 364 450 | 1,21 | 21 709 | 9,48 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 000 | 1,68 | 238 | 10,19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 030 | 39,39 | 353 | 48,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 187 174 | 0,35 | 11 149 | 8,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 112 611 | 1 868,38 | 7 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 004 | 19,88 | 1 847 | 29,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33 615 | 3,56 | 2 002 | 12,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 189 | 1,75 | 547 | 10,06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 237 | 10,75 | 14 | 27,27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 486 | 227,97 | 148 | 260,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 058 | 58,84 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 275 | 81,83 | 433 | 96,82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 158 | 0,53 | 486 | 8,74 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 6 283 | 1,11 | 374 | 9,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 871 572 | 25,79 | 51 917 | 36,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 304 | 20,63 | 18 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 742 | 28,77 | 341 | 38,62 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13 481 | 5,51 | 803 | 14,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 107 281 | 96,13 | 6 390 | 112,15 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 217 743 | 0,73 | 12 970 | 8,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23 518 | 84,44 | 1 401 | 99,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 591 | 10,51 | 512 | 19,39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 61 990 | 3 693 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 121 448 | 2,74 | 7 234 | 11,14 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 596 | 0,44 | 691 | 8,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 856 | 1,04 | 289 | 9,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 199 912 | 8,22 | 11 908 | 17,07 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 600 | 1 409,43 | 95 | 1 800,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 120 462 | 4,52 | 7 176 | 13,06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 48 323 | 11,03 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 321 079 | 5,56 | 19 126 | 14,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 056 | 66,63 | 3 160 | 80,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 97 600 | 368,87 | 5 814 | 407,24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 377 | 22 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66 055 | 4,30 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77 | 1,32 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59 985 | 63,42 | 3 573 | 76,79 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 290 | 911 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 84 181 | 2,93 | 5 014 | 11,35 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 158 682 | 5,21 | 9 452 | 13,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 042 | 300 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 396 | 1,65 | 143 | 10,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 330 290 | 21,96 | 19 675 | 31,91 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 421 | 7,33 | 323 | 15,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33 323 | 0,78 | 2 | 0,00 |
