Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund includ Savvy Advisors, Inc., Summit Financial, LLC, Independent Advisor Alliance, Ubs Asset Management Americas Inc, Belpointe Asset Management LLC, Resources Investment Advisors, LLC., Lloyd Advisory Services, LLC., TopTier Wealth Management, LLC, BlackRock, Inc., Sound Income Strategies, LLC, RWM Asset Management, LLC, și Allworth Financial LP .
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.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 9.516 | 0,05 | 382 | -3,30 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45.229 | 6,34 | 1.815 | 2,89 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6.398 | 17,20 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 61.754 | 2.479 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 15.692 | 0,78 | 630 | -2,48 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 691.457 | 24,77 | 27.756 | 20,75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 121.094 | 6,93 | 4.861 | 3,47 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 49.134 | 15,21 | 1.972 | 11,48 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 42.640 | 1,84 | 1.712 | -1,44 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.906 | 317 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 311.902 | 71,64 | 12.519 | 66,09 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.576 | 3,81 | 304 | 0,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6.007 | 241 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 109.538 | 7,97 | 4.397 | 4,47 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.198 | 0,14 | 88 | -3,30 | ||||
| 2026-05-15 | 13F | Fmr Llc | 10.257 | 2,06 | 412 | -1,20 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.112 | 366 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 23.247 | 0,61 | 933 | -2,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 32.430 | 0,08 | 1.302 | -3,20 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52.575 | 9,14 | 2.110 | 5,61 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 5.595 | 225 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 504 | 21 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 33.614 | 1,69 | 1.468 | 3,97 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8.324 | 334 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.970 | 15,14 | 245 | 13,49 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5.909 | 6,32 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5.285 | 212 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10.302 | 8,16 | 414 | 4,56 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3.760 | 151 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 25 | 1 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.897 | 0,03 | 237 | -3,28 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 5.874 | 1,15 | 236 | -2,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 212 | 0,47 | 9 | 0,00 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 9.188 | 0,10 | 369 | -3,16 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 30.134 | 12,50 | 1.210 | 8,82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13.552 | 0,74 | 544 | -2,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 142.769 | 2,65 | 5.731 | -0,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7.408 | 7,99 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 205.732 | 23,02 | 8.258 | 19,04 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 117.006 | 4,70 | 4.697 | 1,32 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 115 | 5 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.788 | 72 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 40.250 | 1.616 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 74 | 111,43 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 20.280 | 1,15 | 814 | -2,05 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 109.372 | 22,29 | 4.390 | 18,36 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 224.821 | 0,14 | 9.024 | -3,09 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.448 | 8,96 | 379 | 5,57 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9.944 | 3,77 | 399 | 0,50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 22.689 | 34,03 | 958 | 36,32 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10.365 | 9,85 | 416 | 6,39 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 169.234 | 2,43 | 6.793 | -0,88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 82.095 | 235,22 | 3.295 | 224,63 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 703 | 28 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 636.676 | 5,34 | 25.556 | 1,94 | ||||
| 2026-04-13 | 13F | Trust Co | 4.833 | 31,91 | 194 | 27,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 776.239 | 4,87 | 31.158 | 1,49 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 599.309 | 0,89 | 24.056 | -2,37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 52.798 | 2.119 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16.415 | 659 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.298.870 | 1,54 | 92.277 | -1,74 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 73.681 | 7,44 | 2.958 | 3,97 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 73.850 | 16,94 | 2.964 | 13,17 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 38.791 | 144,43 | 1.557 | 136,63 |
