Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund inkluderar Ausdal Financial Partners, Inc., Cary Street Partners Financial Llc, Valmark Advisers, Inc., Susquehanna International Group, Llp, Wealthcare Advisory Partners LLC, Glass Jacobson Investment Advisors llc, Evolution Wealth Management Inc., Private Trust Co Na, Global Retirement Partners, LLC, Guardian Wealth Advisors, Llc / Nc, Assetmark, Inc, och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 151 | 17,08 | 1 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 21 571 | 7,64 | 530 | 39,21 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 15 175 | 37,95 | 373 | 77,99 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 980 | 221 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 806 | 20,32 | 364 | 55,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 550 | 3,35 | 529 | 33,59 | ||||
| 2025-08-08 | 13F | Creative Planning | 18 208 | 6,42 | 447 | 37,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 900 | 33,05 | 47 | 70,37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 71 214 | 0,94 | 1 749 | 30,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 800 | 241 | |||||
| 2025-08-07 | 13F | Nwam Llc | 39 402 | 6,69 | 1 017 | 44,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 5 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 102 188 | 4,70 | 2 510 | 35,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 994 | 11,85 | 1 056 | 44,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 112 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 187 | 289,12 | 127 | 408,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 668 | 14,91 | 311 | 48,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 30 | 1 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 810 | 20 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 29 623 | 8,53 | 728 | 40,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 80 182 | 121,30 | 1 969 | 186,19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 358 | 230 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 130 937 | 30,61 | 3 216 | 68,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 62 565 | 383,58 | 1 537 | 526,94 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 8 641 | 212 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 934 | 318 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 145 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 15 796 | 1,28 | 385 | 48,84 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 229 | 18,85 | 153 | 53,54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12 489 | 307 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 105 | 3 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10 336 | 254 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 110 | 9,20 | 173 | 37,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 136 | 3 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 433 | 1,29 | 305 | 30,90 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 239 | 6 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 202 | 226 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 397 803 | 4,10 | 9 770 | 34,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 685 | 7,81 | 287 | 39,51 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 602 | 0,17 | 15 | 27,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 152 | 24,93 | 1 330 | 61,48 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38 018 | 5,78 | 934 | 36,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 594 | 79,53 | 579 | 132,53 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 9 116 | 0,45 | 224 | 29,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65 142 | 3,97 | 1 600 | 34,37 |
