Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Efficient Core Fund inkluderar XY Planning Network, Inc., Quotient Wealth Partners, LLC, Inspire Advisors, LLC, Regions Financial Corp, United Capital Financial Advisers, Llc, Vanguard Advisers Inc, Abound Wealth Management, och Longview Financial Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 439 | 527,14 | 23 | 633,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 70 136 | 41,98 | 3 559 | 31,44 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 108 | 6 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6 082 | 317 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 4 591 | 0,88 | 239 | −4,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 350 975 | 4,76 | 18 303 | −0,32 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 253 846 | 4,36 | 13 238 | −0,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10 561 | 48,27 | 551 | 41,03 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 13 118 | 46,95 | 684 | 39,88 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 14 453 | 16,42 | 754 | 10,74 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4 849 | 0,27 | 253 | −4,91 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 589 | 31 | ||||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 33 058 | 0,29 | 1 724 | −4,60 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 14 733 | 0,16 | 768 | −4,71 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 134 234 | 62,12 | 7 000 | 54,25 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 39 853 | 6,14 | 2 078 | 1,02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9 293 | 12,00 | 485 | 6,61 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 442 988 | 3,38 | 23 102 | −1,64 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11 975 | 0,66 | 624 | −5,45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 12 810 | 0,29 | 668 | −4,57 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2 619 | 137 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28 842 | 4,12 | 1 504 | −0,92 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 29 404 | 6,96 | 1 533 | 1,79 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 13 222 | 690 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 161 | 96,34 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 600 | 31 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 75 758 | 11,05 | 3 951 | 5,64 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 738 | 1,34 | 91 | −3,23 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17 515 | 917 | ||||||
| 2026-04-21 | 13F | WJ Interests, LLC | 494 002 | 6,51 | 25 762 | 1,34 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5 357 | 2,23 | 279 | −2,79 | ||||
| 2026-05-12 | 13F | Creative Planning | 5 881 | 307 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 563 758 | 0,32 | 29 400 | −4,55 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 988 091 | 5,94 | 51 529 | 0,80 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4 625 | 241 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10 509 | 0,56 | 548 | −4,20 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 37 569 | 2,71 | 1 959 | −2,25 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4 097 | 0,24 | 214 | −4,91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 19 121 | 8,22 | 997 | 3,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4 395 | 229 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4 131 | 2,13 | 215 | −2,71 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74 814 | 3 902 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 352 | 0,22 | 74 | 2,78 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 473 | 0,21 | 25 | −4,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 151 | 7,79 | 216 | 2,37 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 4 289 | 7,28 | 224 | 1,83 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 410 617 | 2,31 | 73 564 | 97 984,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 84 855 | 5,31 | 4 425 | 0,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 459 | 76 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 508 357 | 4,10 | 26 511 | −0,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16 179 | 844 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9 307 | 485 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 405 | 0,25 | 21 | −4,55 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1 296 573 | 100,68 | 69 335 | 95,79 |
