Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Quality Growth Fund inkluderar Smith Anglin Financial, LLC, HighTower Advisors, LLC, Win Advisors, Inc, Foundations Investment Advisors, LLC, Empirical Asset Management, LLC, Steward Partners Investment Advisory, Llc, Ameritas Advisory Services, LLC, Massmutual Trust Co Fsb/adv, JNBA Financial Advisors, Golden State Wealth Management, LLC, och Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 605 | 8,09 | 137 | 29,52 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 447 | 23 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88 004 | 466,71 | 5 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 811 | 82,85 | 358 | 119,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 369 | 27,38 | 387 | 52,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 525 | 28 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 951 | 50 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 274 946 | 9,44 | 14 448 | 31,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13 499 | 7,41 | 709 | 28,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 039 834 | 107 193 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 672 | 45,68 | 351 | 74,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 216 823 | 609,14 | 116 494 | 748,90 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 466 | 19,21 | 287 | 42,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 152 856 | 27,41 | 8 033 | 52,53 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52 585 | 37,37 | 2 763 | 64,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 81 936 | 29,43 | 4 306 | 54,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 638 317 | 6,96 | 33 544 | 28,03 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 357 | 17,43 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29 423 | 26,97 | 1 546 | 52,02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 284 339 | 6,45 | 14 942 | 27,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58 666 | 1 059,64 | 3 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70 156 | 8,81 | 3 687 | 30,25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 266 758 | 8,15 | 13 938 | 28,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 32 709 | 33,55 | 1 719 | 59,81 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 188 | 10 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7 150 | 376 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9 788 | 85,34 | 514 | 122,51 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 225 376 | 29,29 | 11 844 | 54,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102 101 | 16,92 | 5 | 66,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40 763 | 7,38 | 2 143 | 28,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 052 718 | 32,38 | 107 870 | 58,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 608 | 4,78 | 295 | 25,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 191 816 | 2,48 | 10 080 | 22,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 677 | 35 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 394 147 | 178 362 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 17 404 | 10,82 | 915 | 32,66 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 12 773 | 0,95 | 671 | 20,90 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 026 | 0,89 | 369 | 20,98 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 749 | 407 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 8 627 | 453 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 570 | 30 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 425 | 390 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 629 | 52,67 | 33 | 83,33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 79 360 | 2,55 | 4 | 33,33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 298 | 46,89 | 436 | 76,52 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 275 552 | 19,05 | 14 480 | 42,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 930 707 | 74,11 | 48 909 | 108,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 337 | 25,75 | 18 | 54,55 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 8 410 | 772 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 233 808 | 0,17 | 64 837 | 19,91 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 484 | 1,63 | 288 | 22,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 261 679 | 36,47 | 13 751 | 63,37 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 801 | 2,08 | 935 | 22,22 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 891 | 145,08 | 677 | 194,35 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 391 703 | 2,27 | 20 584 | 22,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35 218 | 9,03 | 1 851 | 30,47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 63 525 | 31,85 | 3 338 | 57,83 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 18 880 | 52,97 | 992 | 83,36 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 10 215 | 35,30 | 537 | 61,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 240 | 2,13 | 13 | 20,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 39 614 | 3,62 | 2 082 | 24,02 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 366 689 | 17,69 | 19 270 | 40,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 749 620 | 12,21 | 197 043 | 34,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 298 | 9,80 | 1 329 | 31,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 423 | 232 |
