Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Japan Hedged Equity Fund inkluderar Glenmede Investment Management, LP, Precedent Wealth Partners, Llc, Berkeley, Inc, XY Planning Network, Inc., GHTA - Goose Hollow Tactical Allocation ETF, Cinctive Capital Management LP, Purkiss Capital Advisors LLC, Sapient Capital Llc, Welch Group, LLC, Belvedere Trading LLC, Auour Investments LLC, LOM Asset Management Ltd, Quaker Wealth Management, LLC, Winnow Wealth Llc, Dunhill Financial, LLC, Evolution Wealth Management Inc., BOK Financial Private Wealth, Inc., Moser Wealth Advisors, LLC, Td Private Client Wealth Llc, och BRYN MAWR TRUST Co .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 13 097 | 167,45 | 1 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 362 | 6,66 | 384 | 10,66 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 73 275 | 92,36 | 8 373 | 99,55 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 75 297 | 24,69 | 8 604 | 29,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 126 | 14 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 1 919 | 219 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 35 046 | 3,42 | 4 005 | 7,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 469 | 8,05 | 1 435 | 12,90 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 30 965 | 9,88 | 3 538 | 13,98 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 50 882 | 0,13 | 5 814 | 3,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 34 399 | 40,00 | 3 975 | 45,89 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3 613 | 413 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 373 | 0,22 | 1 414 | 3,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 159 | 0,12 | 590 | 3,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 682 | 1,01 | 764 | 4,81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 519 | 7,58 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 144 651 | 71,00 | 17 | 77,78 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 25 679 | 2,43 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 182 | 0,34 | 1 164 | 4,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 803 | 71,05 | 549 | 77,35 | ||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 5 978 | 2,75 | 683 | 6,56 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 22 837 | 2 610 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 436 | 9,60 | 1 992 | 13,70 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 196 | 22 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 301 | 9,22 | 2 206 | 13,25 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 43 | 4,88 | 5 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 334 | 190,79 | 952 | 202,22 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11 406 | 2,66 | 1 303 | 6,46 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 59 | 13,46 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 18 614 | 118,78 | 2 143 | 128,60 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 546 | 0,40 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 368 | 1,43 | 3 013 | 5,20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 422 | 4,21 | 848 | 8,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 230 | 1 251,52 | 255 | 1 311,11 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 53 858 | 2,41 | 6 154 | 6,21 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 517 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 102 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 23 813 | 48,98 | 2 721 | 54,51 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 368 | 129,21 | 613 | 137,60 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 73 299 | 0,03 | 8 376 | 3,74 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 469 995 | 48,15 | 53 706 | 53,65 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 231 | 15,50 | 26 | 18,18 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 84 | 10 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 515 | 1,69 | 516 | 5,32 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 1 975 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 38 882 | 106,89 | 4 443 | 114,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 545 | 179,90 | 3 | 200,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 98 554 | 11,62 | 11 262 | 15,76 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 130 461 | 3,37 | 14 908 | 7,21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 188 | 2,71 | 2 878 | 6,55 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 23 983 | 2 741 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 050 | 3,28 | 349 | 7,08 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 9 986 | 3,07 | 1 141 | 6,94 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 144 | 148,34 | 1 045 | 157,78 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 34 166 | 60,45 | 3 904 | 66,41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 203 | 5,91 | 252 | 9,61 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 4 809 | 549 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 494 | 399 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 027 | 232 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 17 892 | 153,82 | 2 045 | 163,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 712 | 3,60 | 424 | 7,61 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 11 361 | 1 298 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 135 | 7,14 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 067 | 28,68 | 2 864 | 33,46 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 17 | 2 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 192 793 | 24,52 | 22 029 | 29,13 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 509 | 1 544 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20 469 | 2,45 | 2 563 | 17,68 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 5 523 | 1,15 | 631 | 4,99 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 23 812 | 13,02 | 2 728 | 18,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 47 600 | 205,13 | 5 439 | 216,59 | |||
| 2025-08-14 | 13F | Cinctive Capital Management LP | 12 000 | 1 371 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 177 | 0,57 | 20 | 5,26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 30 841 | 3 524 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28 200 | 7,63 | 3 222 | 11,64 | |||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 5 177 | 8,49 | 592 | 12,57 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 015 | 6,82 | 687 | 10,81 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 309 | 672,50 | 35 | 775,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 624 | 26,32 | 71 | 36,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 146 849 | 7,26 | 16 780 | 11,13 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 253 | 78,00 | 2 543 | 84,60 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 42 | 5 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35 239 | 17,09 | 4 027 | 21,45 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11 515 | 6,52 | 1 316 | 10,41 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 35 111 | 7,14 | 3 982 | 11,23 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 940 | 4,30 | 1 136 | 8,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 157 | 0,64 | 18 | 0,00 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 12 506 | 2,96 | 1 429 | 6,80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 238 | 3,16 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 35 759 | 8,13 | 4 086 | 12,16 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 115 676 | 51,51 | 13 218 | 57,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 736 | 1,14 | 770 | 4,91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 28 177 | 5,26 | 3 220 | 9,16 | ||||
| 2025-08-29 | NP | DFJ - WisdomTree Japan SmallCap Dividend Fund N/A | 9 310 | 145,91 | 1 064 | 154,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 232 | 0,43 | 27 | 4,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 955 | 9,36 | 2 052 | 13,44 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 3 049 | 1,16 | 348 | 4,82 | ||||
| 2025-07-28 | 13F | Liberty Mutual Group Asset Management Inc. | 941 000 | 34,67 | 107 528 | 39,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 544 | 7,11 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 553 | 175,12 | 63 | 186,36 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 11 698 | 100,00 | 1 337 | 107,45 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 52 | 8,33 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 130 316 | 131,40 | 14 891 | 140,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 823 | 1,65 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15 989 | 34,67 | 1 847 | 40,35 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 18 422 | 2 105 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 2 000 | 229 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 82 049 | 2,57 | 9 376 | 6,38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 097 | 0,10 | 240 | 3,91 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 96 | 11 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2 375 | 271 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116 388 | 63,90 | 13 313 | 70,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 056 | 0,15 | 463 | 3,81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 907 | 127,08 | 903 | 133,94 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 8 430 | 47,77 | 963 | 53,34 | ||||
| 2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 22 015 | 2 516 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 142 778 | 16 315 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 508 | 18,53 | 287 | 22,75 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 230 | 53,52 | 373 | 60,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 850 | 9,87 | 326 | 14,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12 688 | 0,28 | 1 450 | 3,95 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 26 | 8,33 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 22 464 | 5,85 | 2 567 | 9,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 027 | 21,68 | 117 | 27,17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 43 230 | 4 940 | ||||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 85 078 | 1,03 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6 700 | 1,52 | 766 | 5,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 422 523 | 2,73 | 48 282 | 6,54 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 237 | 33,90 | 27 | 42,11 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 812 | 0,98 | 436 | 4,82 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 231 | 26 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 125 | 22,29 | 586 | 26,90 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 158 | 7 800,00 | 18 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 186 | 21 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 610 | 70 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 1 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 647 | 2,05 | 74 | 5,80 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 121 433 | 550,52 | 13 876 | 574,90 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 31 | 4 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 290 | 15,03 | 604 | 19,37 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 3 118 | 6,85 | 357 | 21,43 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 680 | 78 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 816 | 0,96 | 893 | 4,69 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1 809 | 207 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 7 | 1 | ||||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 298 913 | 3,53 | 34 157 | 7,38 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 137 | 218,60 | 16 | 275,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 458 | 12,24 | 395 | 16,52 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 140 | 0 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 | 133,33 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 819 | 0 |
