Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Total Dividend Fund inkluderar Evolution Wealth Management Inc., Quantinno Capital Management LP, Midwest Trust Co, Atlantic Trust, LLC, Family Legacy Financial Solutions, LLC, Maseco Llp, och Silicon Valley Capital Partners .
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 | Smartleaf Asset Management LLC | 81 | 20,90 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 399 | 47,02 | 1 463 | 51,92 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 942 | 7,29 | 234 | 10,95 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 724 | 0,28 | 376 | 3,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 938 568 | 0,15 | 154 155 | 3,49 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 13 702 | 0,15 | 1 090 | 3,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 071 | 9,56 | 244 | 13,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 188 | 18,67 | 4 627 | 22,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 144 497 | 7,81 | 11 490 | 168,27 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 338 | 0,60 | 27 | 4,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 318 | 25 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22 415 | 30,79 | 1 814 | 37,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49 558 | 0,27 | 3 941 | 3,60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 765 | 0,48 | 2 367 | 3,82 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 110 | 190,76 | 878 | 201,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 362 | 462,81 | 108 | 500,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 395 | 6,15 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49 452 | 2,89 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 275 | 260 | ||||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 232 | 3,11 | 18 | 5,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 650 | 7,38 | 2 994 | 10,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 76 807 | 2,73 | 6 108 | 6,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 944 | 0,51 | 234 | 4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10 783 | 5,33 | 857 | 8,89 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 369 | 109 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 241 | 14,04 | 258 | 17,89 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 18 648 | 0,58 | 1 483 | 3,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 165 | 119,78 | 3 | 200,00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11 572 | 1,66 | 920 | 5,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 213 | 12,53 | 494 | 16,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 764 932 | 2,29 | 60 827 | 5,70 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 338 | 2,78 | 2 572 | 6,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 402 | 12,07 | 111 | 15,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 675 | 42,77 | 451 | 47,87 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 504 | 358 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 561 | 0,04 | 363 | 3,43 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 124 971 | 2,06 | 9 874 | 4,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 56 081 | 1,18 | 4 | 0,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 924 | 551 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 63 925 | 0,77 | 5 084 | 4,16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 178 | 0,56 | 14 | 7,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 622 | 718,63 | 1 083 | 746,09 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5 154 | 0,29 | 410 | 3,54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 82 618 | 9,89 | 6 570 | 13,55 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 24 101 | 14,77 | 1 917 | 18,56 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 280 | 0,36 | 22 | 4,76 | ||||
| 2025-07-15 | 13F | Maseco Llp | 552 | 44 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 059 | 2,28 | 482 | 5,71 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 395 | 270 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 93 503 | 0,13 | 7 435 | 3,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 402 280 | 4,20 | 31 989 | 7,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 93 001 | 25,72 | 7 396 | 29,91 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 061 | 4,36 | 243 | 8,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 231 | 6,53 | 1 052 | 10,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 178 | 12,47 | 2 400 | 16,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 456 | 2 284,47 | 195 | 2 685,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 513 | 23,61 | 598 | 27,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 672 | 54,03 | 292 | 59,02 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 68 135 | 6,18 | 5 418 | 9,74 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 19 110 | 6,46 | 1 520 | 9,99 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 136 | 329 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 912 | 0,55 | 73 | 100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 748 | 0,22 | 775 | 3,61 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 242 | 19 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 067 | 6,75 | 244 | 9,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 228 568 | 8,60 | 18 176 | 12,23 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 518 | 0,57 | 280 | 3,72 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 191 | 97 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 802 | 0,07 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 958 | 4,52 | 1 428 | 8,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 75 134 | 100,00 | 5 975 | 106,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 204 | 0,49 | 16 | 6,67 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 697 | 62,85 | 55 | 71,88 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 908 | 72 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 579 | 205 | ||||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 275 | 32,40 | 101 | 36,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 196 | 4,64 | 3 833 | 8,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37 275 | 369,93 | 2 964 | 385,90 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 112 594 | 152,49 | 8 953 | 160,94 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 915 | 73 |
