Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund inkluderar FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Evolution Wealth Management Inc., Gladstone Institutional Advisory LLC, Breakwater Capital Group, Gts Securities Llc, Cidel Asset Management Inc, Insigneo Advisory Services, Llc, Westside Investment Management, Inc., Bulwark Capital Corp, Assetmark, Inc, och AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 22 710 | 4,59 | 900 | 16,28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 120 315 | 15,09 | 4 769 | 27,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 569 045 | 0,97 | 22 557 | 12,17 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 009 | 1,65 | 595 | 12,93 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1 054 316 | 1,34 | 41 793 | 12,59 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 54 233 | 76,16 | 2 150 | 95,72 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 57 236 | 1,46 | 2 269 | 12,72 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5 862 | 232 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 331 | 0 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 101 507 | 4 024 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 049 | 0,67 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 947 | 1,49 | 3 011 | 12,73 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 12 552 | 1,06 | 494 | 11,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 500 177 | 5,09 | 19 827 | 16,76 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 149 617 | 0,73 | 5 931 | 11,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 912 | 0,06 | 195 | 10,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 872 | 233 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 433 | 215 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 101 507 | 4 024 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 173 123 | 3,78 | 6 863 | 15,29 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 153 | 6,72 | 363 | 18,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 460 | 335 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 24 138 | 6,96 | 957 | 18,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 158 | 323 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 8 368 | 332 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 333 | 16,66 | 1 995 | 29,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97 804 | 95,31 | 3 877 | 117,02 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 280 | 4,96 | 249 | 16,43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 485 | 178 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 294 025 | 0,05 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 245 | 26,94 | 10 | 50,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 12 046 | 63,11 | 478 | 81,37 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151 478 | 98,85 | 6 005 | 120,90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 111 | 1 471 | ||||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 5 342 | 212 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 794 | 31 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 941 688 | 2,77 | 37 329 | 14,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 94 114 | 2 108,73 | 3 731 | 2 353,95 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 208 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 862 | 0,63 | 113 | 11,88 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5 877 | 233 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 260 | 90 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 035 | 31,63 | 358 | 46,72 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6 350 | 0 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92 850 | 17,83 | 3 681 | 30,91 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 71 150 | 151,28 | 2 820 | 179,21 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4 391 | 173 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28 211 | 108,85 | 1 118 | 132,43 | ||||
| 2025-08-08 | 13F | Creative Planning | 31 139 | 284,05 | 1 234 | 326,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 150 437 | 15,49 | 5 963 | 28,32 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 219 574 | 12,42 | 8 704 | 24,88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43 262 | 33,40 | 1 715 | 48,14 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 023 | 20,71 | 278 | 34,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 309 | 1,64 | 12 | 20,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 135 | 2,85 | 283 | 14,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 63 610 | 33,43 | 2 522 | 48,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 330 | 28,36 | 449 | 42,99 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 309 | 27,64 | 92 | 42,19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 4 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 529 967 | 4,12 | 21 008 | 15,68 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1 233 | 49 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 425 956 | 3,47 | 16 885 | 14,94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 161 947 | 12,07 | 6 420 | 24,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 882 | 2,09 | 511 | 13,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 215 621 | 60,16 | 8 547 | 77,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10 589 | 17,90 | 420 | 30,94 |
