Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în WisdomTree Trust - WisdomTree U.S. MidCap Fund includ Roan Capital Partners, Resources Investment Advisors, LLC., RTD Financial Advisors, Inc., Colonial River Wealth Management, LLC, Neuberger Berman Group LLC, Ascension Capital Advisors, Inc., Tiaa-cref Individual & Institutional Services, Llc, Cassaday & Co Wealth Management LLC, TIAA Wealth Investment Management LLC, Gill Capital Partners, Llc, și Vanguard Advisers Inc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 2.388 | 0,21 | 161 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 68 | 5 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 7.060 | 0,24 | 505 | 2,86 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 191.663 | 3,94 | 12.884 | 4,60 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.167 | 649,83 | 146 | 668,42 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 3.420 | 230 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.135 | 144 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7.311 | 0,01 | 491 | 0,61 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 40.116 | 2.697 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 9.610 | 0,02 | 646 | 0,62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.992 | 8,98 | 268 | 9,84 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 99.591 | 1,16 | 6.694 | 1,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 32.465 | 7,99 | 2.182 | 8,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4.228 | 2,50 | 284 | 3,27 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 438.925 | 17,07 | 29.505 | 17,80 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 89.563 | 26,81 | 6.020 | 22,08 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.790 | 322 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 773 | 53,37 | 52 | 54,55 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 15.620 | 10,91 | 1.050 | 11,60 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.170 | 34,71 | 549 | 35,56 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 8.173 | 0,25 | 549 | 0,92 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 429.148 | 72,02 | 28.847 | 73,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 13.918 | 15,98 | 936 | 16,73 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 162 | 11 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 262.309 | 2,68 | 17.632 | 3,32 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 44.028 | 2.960 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 34.489 | 13,31 | 2.319 | 14,02 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24.519 | 18,02 | 1.648 | 18,82 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 29.916 | 2,09 | 2.011 | 2,71 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4.900 | 6,06 | 329 | 6,82 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.927 | 1,49 | 466 | 2,20 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.527 | 0,86 | 0 | |||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 36.878 | 1,27 | 2.569 | 1,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8.875 | 0,26 | 601 | -1,64 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 115.106 | 25,59 | 7.737 | 26,38 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 47.274 | 4,48 | 3.178 | 5,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 104.497 | 0,13 | 7.024 | 0,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 117 | 8 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10.945 | 0,46 | 736 | 1,10 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.300 | 222 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 110 | 7 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 24.745 | 0,00 | 1.663 | 0,67 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 150 | 10 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.354 | 18,56 | 221 | 17,55 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14.594 | 6,44 | 981 | 7,21 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3.536 | 0,28 | 238 | 0,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 459.906 | 0,14 | 30.915 | 0,77 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 56.894 | 16,04 | 3.824 | 16,76 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 744 | 50 | ||||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 4.560 | 307 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 43.466 | 23,00 | 2.922 | 23,77 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 54.405 | 13,59 | 3.652 | 14,30 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.837 | 8,64 | 258 | 9,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.221 | 217 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 175.021 | 0,80 | 11.765 | 1,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152.224 | 15,30 | 10.232 | 16,02 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 10.446 | 0,20 | 1 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.114 | 75 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6.393 | 0,27 | 430 | 0,94 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 722.893 | 16,66 | 48.593 | 17,39 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 30.490 | 2.050 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 19.377 | 2.583,80 | 1.303 | 2.612,50 |
