Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund inkluderar Pensionmark Financial Group, Llc, Stonebridge Wealth Management, LLC, Summit Wealth Group Llc / Co, CI Private Wealth, LLC, Foronjy Financial Llc, Sagespring Wealth Partners, Llc, Colony Group, LLC, Two Sigma Securities, Llc, StoneX Group Inc., Vista Wealth Management Group, LLC, Lion Street Advisors, LLC, Hartland & Co., LLC, Asset Dedication, LLC, Brown Brothers Harriman & Co, AdvisorNet Financial, Inc, Twin Peaks Wealth Advisors, LLC, WealthTrak Capital Management LLC, Pflug Koory, LLC, och New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | PFG Advisors | 101 515 | 4,16 | 4 573 | 8,13 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7 695 | 347 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 4 823 | 1,34 | 217 | 5,34 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 28 807 | 5,60 | 1 298 | 9,64 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 345 172 | 0,10 | 15 550 | 3,91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 729 543 | 6,41 | 32 866 | 10,46 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 259 948 | 1,45 | 11 711 | 5,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588 855 | 7,72 | 26 528 | 11,82 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7 448 | 0,07 | 336 | 3,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 138 769 | 20,71 | 6 252 | 25,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 326 238 | 14,34 | 14 697 | 18,69 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 381 721 | 0,50 | 17 197 | 4,33 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 256 | 327 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 861 | 1,53 | 39 | 5,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 598 | 27 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 003 | 0,20 | 45 | 4,65 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 847 | 263 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 25 | 1 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 860 | 0,05 | 264 | 3,54 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47 832 | 11,68 | 2 161 | 15,25 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 472 | 1,51 | 21 | 5,00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 304 769 | 3,32 | 13 769 | 7,55 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 23 297 | 0,24 | 1 050 | 4,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36 356 | 1 991,83 | 1 638 | 2 082,67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 032 | 317 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 848 | 354 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 33 038 | 3,42 | 1 488 | 7,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34 416 | 2,73 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 169 033 | 7 615 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 970 | 85,86 | 179 | 93,48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 293 028 | 7,96 | 13 201 | 12,06 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237 234 | 2,11 | 10 687 | 5,99 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 368 075 | 23,37 | 16 582 | 28,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 786 | 3,16 | 486 | 7,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21 691 | 5,10 | 977 | 9,16 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 847 | 219 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 567 | 0,71 | 26 | 4,17 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 743 594 | 4,90 | 33 499 | 8,89 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8 960 | 0,10 | 404 | 3,87 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 349 541 | 4,18 | 15 747 | 8,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 015 | 1,51 | 4 416 | 5,37 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 208 700 | 78,36 | 9 402 | 85,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 911 | 56,03 | 401 | 60,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67 859 | 7,25 | 3 057 | 11,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 799 | 171 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 800 | 81 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 77 675 | 14,68 | 3 499 | 19,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 580 | 1,12 | 296 | 6,86 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 456 | 21 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 618 | 13,42 | 839 | 17,70 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 224 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 105 397 | 607,50 | 4 748 | 634,98 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 958 | 16,80 | 944 | 21,34 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 263 672 | 3,37 | 11 857 | 7,98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41 290 | 178,65 | 1 860 | 189,27 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 466 | 201 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 639 256 | 80,69 | 15 935 | 3,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 388 | 17 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33 500 | 3,49 | 1 509 | 7,48 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 286 083 | 8,85 | 12 888 | 12,99 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 910 | 62,50 | 41 | 66,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 140,00 | 1 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 202 | 9 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 254 997 | 9,44 | 11 488 | 13,60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 59 787 | 1,75 | 2 693 | 5,61 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 25 228 | 0,01 | 1 137 | 3,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 61 380 | 3,28 | 2 765 | 7,21 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 371 370 | 1,92 | 16 730 | 5,79 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 068 | 233 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 40 681 | 6,01 | 1 833 | 10,03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 25 518 | 3,43 | 1 150 | 7,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 279 | 23,96 | 373 | 28,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 39 589 | 0,94 | 1 783 | 4,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400 563 | 54,59 | 18 045 | 60,47 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 214 211 | 6,76 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 41 718 | 2,41 | 1 879 | 6,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 900 | 0,37 | 1 302 | 4,16 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 71 416 | 3 217 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16 625 | 18,35 | 749 | 22,82 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 853 | 211 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 21 144 | 0,27 | 953 | 4,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41 293 | 79,02 | 1 860 | 85,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 986 | 1,11 | 270 | 5,08 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7 741 | 0,40 | 349 | 4,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 107 892 | 40,20 | 4 875 | 44,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4 626 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 102 935 | 32,97 | 4 637 | 38,05 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 30 601 | 2,06 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 68 | 3 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 014 | 271 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 740 | 1,44 | 304 | 5,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 000 | 50,00 | 135 | 56,98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77 463 | 239,30 | 3 490 | 249,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29 657 | 49,73 | 1 336 | 55,53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 681 121 | 3,87 | 30 685 | 7,82 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 188 030 | 3,92 | 8 471 | 7,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63 699 | 41,55 | 2 869 | 46,90 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 236 769 | 3,90 | 10 666 | 7,86 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15 632 | 87,68 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 615 | 98,68 | 523 | 106,72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 165 722 | 6,31 | 7 466 | 10,35 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 830 | 11,46 | 983 | 15,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12 434 | 560 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56 141 | 11,98 | 2 529 | 16,28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 45 572 | 9,95 | 2 053 | 14,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40 534 | 23,86 | 1 826 | 28,59 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 587 | 6,87 | 71 | 10,94 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18 240 | 5,37 | 822 | 9,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20 460 | 1,57 | 922 | 5,38 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 750 | 14,81 | 349 | 19,52 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53 155 | 0,27 | 2 435 | 7,03 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34 896 | 1 572 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 127 288 | 9,03 | 5 734 | 13,19 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 598 | 2,86 | 928 | 6,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20 844 | 14,89 | 939 | 19,31 |
