Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. MidCap Fund inkluderar Foster Group, Inc., Summit Financial, LLC, Bragg Financial Advisors, Inc, Amplius Wealth Advisors, LLC, Miracle Mile Advisors, LLC, Midwest Trust Co, Hartland & Co., LLC, och Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 719 | 536,77 | 168 | 568,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 225 | 14 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 231 | 0,12 | 1 064 | 3,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 533 933 | 3,57 | 32 981 | 7,34 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 194 607 | 6,27 | 12 021 | 10,13 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4 710 | 2,66 | 291 | 6,23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 29 272 | 2,79 | 1 808 | 6,54 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7 042 | 435 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 89 | 6 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6 650 | 411 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 816 | 4,44 | 1 224 | 8,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 38 160 | 22,24 | 2 357 | 26,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6 543 | 0 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 26 475 | 22,69 | 1 635 | 27,14 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 068 | 0,09 | 66 | 3,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 119 509 | 14,00 | 7 382 | 18,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 665 277 | 5,97 | 41 094 | 9,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 878 | 0,24 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 310 148 | 6,16 | 19 158 | 10,03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 92 592 | 1,24 | 5 719 | 4,94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 325 994 | 4,45 | 20 137 | 8,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 70 526 | 10,11 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 042 | 82,17 | 64 | 93,94 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10 934 | 0,41 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 458 733 | 1,05 | 28 336 | 4,73 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 70 974 | 6,11 | 4 403 | 10,46 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 762 | 1,51 | 541 | 5,25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62 634 | 2,20 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 717 | 25,04 | 353 | 29,78 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 666 452 | 11,80 | 41 167 | 15,87 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 38 525 | 8,69 | 2 380 | 12,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 270 | 7,96 | 1 747 | 11,85 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 178 844 | 4,14 | 11 047 | 7,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 283 | 50,04 | 944 | 55,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 404 | 16,23 | 272 | 20,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 523 | 218 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 3 771 | 0,03 | 233 | 3,57 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 462 | 89,50 | 399 | 96,55 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 46 413 | 0,10 | 2 867 | 3,73 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 377 | 215 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 008 | 62 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 91 652 | 2,70 | 5 661 | 6,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 105 | 2 539 | ||||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 10 795 | 0,32 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54 342 | 32,66 | 3 357 | 37,53 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 329 | 391 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 211 477 | 1,74 | 13 063 | 5,44 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 457 | 28 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 878 | 1 166 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 19 275 | 1 191 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7 269 | 0,01 | 449 | 3,46 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 652 | 40 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 83 787 | 23,38 | 5 249 | 29,68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 165 | 27,67 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 39 444 | 7,75 | 2 436 | 11,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 606 | 15,21 | 37 | 23,33 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 12 394 | 0,10 | 766 | 3,80 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 044 | 250 |
