Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Europe Hedged Equity Fund inkluderar ETFCX - North Square Tactical Growth Fund Class C, Insight Advisors, LLC/ PA, Concurrent Investment Advisors, LLC, Smartleaf Asset Management LLC, Howard Bailey Securities, Llc, Park Avenue Securities Llc, NWF Advisory Services Inc., WealthTrust Axiom LLC, Obsidian Personal Planning Solutions LLC, Avalon Trust Co, Front Row Advisors LLC, Glenmede Investment Management, LP, RMG Wealth Management LLC, Evolution Wealth Management Inc., BRYN MAWR TRUST Co, och Boreal Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 129 920 | 6 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9 418 | 5,52 | 453 | 7,09 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 4 900 | 236 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 088 | 6,74 | 526 | 15,86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10 956 | 0,26 | 527 | 1,74 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 000 | 96 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 478 | 23 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 848 | 57,31 | 378 | 59,75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 52 168 | 2,35 | 2 508 | 3,98 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 168 | 201 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 8 286 | 1,84 | 399 | 3,11 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 824 | 1 922 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 112 062 | 13,96 | 5 392 | 15,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 317 | 256 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 77 925 | 89,88 | 3 783 | 94,20 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 20,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 014 | 289 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 238 | 1,28 | 11 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48 722 | 6,80 | 2 344 | 8,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 144 | 94,59 | 7 | 100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 910 | 118,94 | 717 | 121,98 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 73 | 4 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 52 440 | 3 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66 183 | 15,67 | 3 193 | 16,53 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 11 | 10,00 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 590 | 184,71 | 1 231 | 188,97 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51 017 | 18,79 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 414 | 165,79 | 68 | 172,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 436 | 1,63 | 21 | 5,00 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 6 305 | 0,05 | 303 | 1,34 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55 330 | 141,16 | 2 664 | 144,54 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 262 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 113 673 | 64,95 | 5 | 66,67 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 34 807 | 3,40 | 1 675 | 4,76 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 753 | 3,11 | 325 | 4,52 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 85 637 | 4 121 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 101 686 | 0,21 | 4 893 | 1,56 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4 175 | 201 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 319 460 | 1,95 | 63 492 | 3,32 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 413 | 1,72 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 77 100 | 19,93 | 3 732 | 21,57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50 102 | 614,72 | 2 411 | 625,90 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 106 968 | 1 546,67 | 5 147 | 1 571,10 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107 751 | 406,42 | 5 185 | 413,27 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 22 100 | 1 063 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 816 | 2,78 | 2 541 | 4,18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 039 284 | 6,62 | 50 010 | 8,06 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 226 | 0,14 | 203 | 1,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55 461 | 2 669 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 116 | 54 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 504 | 361 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 407 099 | 0,56 | 19 590 | 1,91 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 513 | 17 000,00 | 25 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 622 | 0,98 | 2 773 | 2,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 235 | 2,97 | 252 | 4,15 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 29 147 | 2,13 | 1 403 | 3,47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 475 | 13,64 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 479 | 164,04 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 729 | 44,08 | 83 | 48,21 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 94 931 | 21,37 | 4 568 | 23,03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 200 | 10 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 68 | 1,49 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 812 | 84,55 | 39 | 95,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106 269 | 14,45 | 5 114 | 15,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 337 668 | 5,70 | 64 369 | 7,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25 846 | 1,90 | 1 244 | 3,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 879 | 10,51 | 668 | 11,91 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 137 882 | 215,32 | 6 635 | 219,56 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 169 106 | 0,51 | 8 137 | 1,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81 339 | 3,72 | 3 914 | 5,13 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 11 415 | 549 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 116 | 1,75 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 833 | 1,76 | 714 | 3,03 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 4 400 | 209 | ||||||
| 2025-04-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 113 200 | 5 564 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 678 | 3,73 | 610 | 5,00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 8 463 | 0,81 | 407 | 2,26 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 251 207 | 931,78 | 12 088 | 946,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 739 | 11,87 | 276 | 12,65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 025 | 86,14 | 1 397 | 88,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 085 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33 961 | 2,23 | 1 634 | 3,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 374 190 | 34,91 | 18 006 | 36,73 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7 260 | 0,81 | 349 | 2,35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55 907 | 12,80 | 2 690 | 14,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29 451 | 0,34 | 1 417 | 1,72 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 187 790 | 1,25 | 9 036 | 2,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 977 | 29,90 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 19 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 509 673 | 12,43 | 24 526 | 13,94 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77 734 | 101,39 | 3 849 | 109,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 371 | 0,26 | 258 | 1,57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 498 487 | 597,40 | 23 987 | 606,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 316 | 545 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 693 | 38,32 | 33 | 43,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 838 | 299,57 | 88 | 319,05 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 29 754 | 0,77 | 1 432 | 2,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 446 554 | 1,58 | 21 488 | 2,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 074 | 24,27 | 389 | 25,97 |
