Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund inkluderar Sentinel Wealth Management, Inc., Forefront Analytics, LLC, Main Street Financial Solutions, LLC, World Equity Group, Inc., Detalus Advisors, LLC, KPP Advisory Services LLC, ENDW - Cambria Endowment Style ETF, TCTC Holdings, LLC, och Creekmur Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 450 | 36,32 | 6 705 | 52,26 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 91 809 | 0,06 | 3 167 | 15,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 99 757 | 45,71 | 3 440 | 64,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 046 | 6 521,74 | 105 | 10 400,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 297 337 | 4,70 | 10 252 | 16,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 182 980 | 8,26 | 6 309 | 20,93 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33 333 | 6,07 | 1 149 | 18,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 77 764 | 2,22 | 2 674 | 13,50 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 486 194 | 52,44 | 16 764 | 70,27 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 6 031 | 208 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 142 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49 464 | 0,62 | 1 706 | 12,39 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 100 449 | 3 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 420 326 | 17,64 | 14 493 | 31,40 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 281 | 11,95 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 84 220 | 0,90 | 2 939 | 14,09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 551 | 0,43 | 88 | 11,54 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 6 740 | 232 | ||||||
| 2025-08-08 | 13F | Croban | 30 077 | 5,02 | 1 037 | 17,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 083 | 37 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 895 | 12,70 | 617 | 25,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 865 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 850 | 45,90 | 64 | 61,54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28 172 | 1,77 | 1 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 100 150 | 3,63 | 3 453 | 15,76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 591 | 20 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 386 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 219 | 0,41 | 42 | 13,51 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13 376 | 0,28 | 461 | 5,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178 346 | 0,57 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 74 634 | 604,89 | 2 573 | 689,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 265 | 14,94 | 1 595 | 28,42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 133 991 | 1,11 | 4 136 | 2,40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 200 056 | 1,37 | 6 898 | 13,21 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 980 944 | 0,36 | 33 823 | 12,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 396 | 204,62 | 14 | 333,33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 840 | 236 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 143 252 | 6,15 | 4 975 | 19,13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 45 901 | 4,30 | 1 583 | 16,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39 713 | 9,30 | 1 369 | 22,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 854 | 59,94 | 512 | 79,02 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16 397 | 1,80 | 565 | 13,68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 149 225 | 2,22 | 5 145 | 14,18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 505 | 15,93 | 259 | 29,65 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 346 | 1,27 | 115 | 13,86 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 582 183 | 6,96 | 20 074 | 19,47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 603 | 14,21 | 2 124 | 27,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138 890 | 1,30 | 4 789 | 13,14 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 749 | 750 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 21 200 | 24,84 | 731 | 39,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73 084 | 0,57 | 2 520 | 12,30 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 312 094 | 3,68 | 10 761 | 15,81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120 509 | 2,31 | 4 155 | 14,31 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 969 | 7,07 | 930 | 19,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 | 1 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 429 | 46 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 179 509 | 2,90 | 6 189 | 14,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 097 871 | 1,29 | 72 335 | 13,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 229 700 | 4,77 | 7 918 | 16,99 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 35 668 | 1,62 | 1 230 | 13,48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 428 | 15 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 56 683 | 11,97 | 1 954 | 25,10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 851 | 11,53 | 305 | 25,00 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 186 738 | 3,33 | 6 439 | 15,42 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | 466,67 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 354 992 | 39,53 | 115 680 | 55,85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 430 | 43,69 | 153 | 60,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 60 997 | 631,82 | 2 103 | 717,90 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 30 077 | 1 037 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 26 270 | 8,45 | 906 | 21,15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 680 | 62,98 | 368 | 82,18 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 47 901 | 2,48 | 1 652 | 14,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823 435 | 140,19 | 28 402 | 168,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 831 | 0,05 | 511 | 11,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 920 | 27,89 | 308 | 42,79 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19 835 | 684 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286 169 | 12,85 | 9 867 | 26,05 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 466 508 | 50,79 | 16 085 | 68,43 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 119 729 | 17,06 | 4 128 | 30,76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 679 | 0,78 | 161 | 12,59 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 133 599 | 0,80 | 4 606 | 12,59 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5 844 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | −36,21 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 167 071 | 7,57 | 5 761 | 20,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 742 | 1,49 | 474 | 13,43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 488 | 0,83 | 17 | 14,29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7 215 | 1,19 | 249 | 12,73 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12 813 | 0,50 | 442 | 12,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 526 904 | 3,53 | 52 648 | 15,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 229 915 | 72,58 | 42 407 | 92,77 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 25 183 | 0,74 | 868 | 12,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 551 | 1,56 | 157 | 13,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 20 711 | 1,94 | 714 | 13,88 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 64 947 | 479,47 | 2 239 | 548,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 59 990 | 39,76 | 2 068 | 56,08 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 570 881 | 0,42 | 19 684 | 12,15 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 237 664 | 5,98 | 8 195 | 18,38 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 16 349 | 2,50 | 564 | 14,43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 189 | 5,06 | 179 | 17,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 151 317 | 14,33 | 5 217 | 27,71 |
