Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Efficient Core Fund inkluderar Merit Financial Group, LLC, WealthPlan Investment Management, LLC, NWF Advisory Services Inc., ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Empowered Funds, LLC, Raymond James Financial Inc, O'shaughnessy Asset Management, Llc, Evolution Wealth Management Inc., och Crewe 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 | Golden State Wealth Management, LLC | 23 245 | 5,59 | 1 164 | 16,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 432 | 472 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 922 | 7,07 | 246 | 18,27 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7 800 | 5,05 | 390 | 16,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 346 | 45,20 | 67 | 55,81 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 37 579 | 4,58 | 1 876 | 15,09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 112 867 | 9,76 | 5 650 | 21,27 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11 751 | 10,95 | 588 | 22,76 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 185 | 28,47 | 9 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 233 | 2,17 | 212 | 12,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 | 1 200,00 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 757 588 | 0,25 | 37 925 | 10,75 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 13 251 | 14,52 | 600 | 11,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12 695 | 635 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 639 | 32 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37 148 | 72,08 | 1 860 | 90,08 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 107 | 243 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 148 | 22,36 | 358 | 35,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 880 | 0,28 | 344 | 10,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 194 | 0,01 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 600 | 30 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 10 750 | 538 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 227 | 11 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 477 465 | 5,58 | 23 902 | 16,64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31 416 | 2,06 | 1 573 | 12,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 818 | 7,71 | 341 | 19,23 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 82 000 | 4 105 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 140 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 473 552 | 5,64 | 23 706 | 16,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 404 | 34,67 | 20 | 53,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 183 | 59 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 35 869 | 84,00 | 1 796 | 103,28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11 799 | 591 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 32 762 | 0,31 | 1 640 | 10,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 920 204 | 1,77 | 46 065 | 12,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 774 | 1,68 | 239 | 12,26 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 107 | 256 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93 820 | 11,19 | 4 697 | 22,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 263 664 | 5,96 | 63 | 16,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78 508 | 3,65 | 3 930 | 14,54 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12 679 | 5,91 | 635 | 16,97 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 84 701 | 10,30 | 4 240 | 21,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 162 | 8 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 560 | 7,04 | 879 | 18,30 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 58 515 | 5,55 | 2 929 | 16,65 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 107 | 256 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 920 | 181,00 | 196 | 211,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3 680 | 184 |
