Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund, to m.in Empowered Funds, LLC, SG Trading Solutions, LLC, Waddell & Associates, Llc, Cassaday & Co Wealth Management LLC, Beacon Investment Advisory Services, Inc., Strategic Wealth Partners, Ltd., Glass Jacobson Investment Advisors llc, Planning Project LLC, Dunhill Financial, LLC, True Link Financial Advisors, LLC, Gill Capital Partners, Llc, Ashton Thomas Securities, Llc, i Bell Investment Advisors, Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 326 | 0,09 | 115 | 6,48 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 7 337 | 0,99 | 365 | 7,37 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 60 787 | 38,62 | 3 021 | 47,46 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 23 170 | 15,52 | 1 151 | 23,13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 53 853 | 2,77 | 2 676 | 9,32 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17 420 | 6,84 | 866 | 13,67 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 16 128 | 4,73 | 801 | 11,40 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 5 141 | 255 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 261 | 0,38 | 13 | 8,33 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125 189 | 0,36 | 6 221 | 6,76 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 6 919 | 344 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 38 669 | 1,33 | 1 921 | 7,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 7 300 | 363 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5 514 | 274 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11 195 | 8,84 | 556 | 15,83 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 18 891 | 0,67 | 939 | 7,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 914 | 17,48 | 45 | 25,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 24 369 | 3,89 | 1 211 | 10,50 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 4 430 | 0,70 | 219 | 6,83 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 43 401 | 62,34 | 2 157 | 72,76 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 686 | 2,17 | 133 | 9,02 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 97 427 | 0,40 | 4 841 | 6,82 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 9 108 | 23,40 | 453 | 31,40 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 28 948 | 5,84 | 1 438 | 12,61 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 7 200 | 3,94 | 358 | 10,53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 776 | 486 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 4 716 | 10,11 | 234 | 17,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 26 774 | 0,39 | 1 330 | 6,83 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 48 | 2 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2 352 | 0,47 | 116 | 6,42 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 15 493 | 2,40 | 770 | 8,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15 719 | 41,40 | 778 | 49,71 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4 191 | 37,14 | 208 | 46,48 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 127 333 | 0,69 | 6 327 | 7,13 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 75 | 4 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7 868 | 4,03 | 391 | 10,48 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 881 | 44 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 735 | 54,77 | 86 | 65,38 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 35 868 | 74,33 | 1 782 | 85,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 144 | 7 | ||||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 18 149 | 36,53 | 902 | 45,32 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7 148 | 42,99 | 353 | 49,58 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 19 876 | 31,14 | 1 073 | 51,63 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 62 005 | 9,72 | 3 081 | 16,75 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 5 754 | 7,75 | 286 | 14,46 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5 678 | 4,32 | 282 | 11,02 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 7 382 | 0,35 | 367 | 6,71 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6 202 | 0,03 | 308 | 6,57 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13 089 | 7 002 | 8,16 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 11 576 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 185 817 | 28,11 | 9 233 | 36,28 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7 100 731 | 19,64 | 352 835 | 27,27 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 418 760 | 2,24 | 20 808 | 8,77 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 124 826 | 6 203 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 4 708 | 0,58 | 234 | 6,88 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9 858 269 | 10,28 | 489 857 | 17,32 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 91 990 | 26,17 | 4 571 | 34,21 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 34 809 | 4,31 | 1 730 | 10,98 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 17 417 | 865 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 58 025 | 2,44 | 2 883 | 9,00 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 11 381 | 1,35 | 566 | 7,82 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 259 477 | 12 893 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 13 981 | 56,11 | 695 | 66,03 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53 355 | 51,21 | 2 651 | 60,86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 668 256 | 1,42 | 33 206 | 110 583,33 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 38 200 | 10,71 | 1 898 | 17,82 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 243 | 12 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1 787 | 13,24 | 89 | 20,55 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 9 415 | 115,10 | 468 | 128,92 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 968 230 | 2,64 | 97 801 | 9,19 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 63 815 | 5,05 | 3 142 | 10,72 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 939 | 14,41 | 395 | 21,60 | ||||
| 2026-04-29 | 13F | Mondrian Investment Partners LTD | 24 | 41,18 | 1 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 605 458 | 0,17 | 30 085 | 6,56 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 32 069 | 30,45 | 1 594 | 38,76 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6 754 | 0,06 | 336 | 6,35 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 8 246 | 73,20 | 410 | 84,23 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 42 115 | 3,65 | 2 093 | 10,28 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 17 970 | 37,64 | 893 | 46,47 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 24 552 | 1 220 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 9 351 | 0,02 | 465 | 6,42 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3 884 | 0,62 | 193 | 7,22 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 249 416 | 3,40 | 12 393 | 9,99 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 625 | 31 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 26 222 | 116,69 | 1 303 | 130,44 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 62 234 | 165,04 | 3 092 | 182,12 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 416 | 8,62 | 170 | 15,75 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 4 905 | 5,26 | 243 | 11,52 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 19 164 | 5,41 | 1 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8 703 | 9,22 | 432 | 16,13 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 31 074 | 33,24 | 1 544 | 41,78 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 74 698 | 8,13 | 3 712 | 15,03 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 72 077 | 1,60 | 3 581 | 8,06 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 251 601 | 3,26 | 11 752 | 4,88 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 67 941 | 6,29 | 3 376 | 13,07 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 650 | 32 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 606 | 7,47 | 577 | 14,29 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 18 581 | 10,59 | 923 | 17,73 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1 899 | 6,87 | 94 | 13,25 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 325 | 0,65 | 414 | 6,99 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 70 107 | 4,00 | 3 484 | 10,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 89 765 | 4 460 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 6 252 | 0,05 | 311 | 6,53 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 6 113 | 0,31 | 304 | 6,69 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 134 898 | 74,03 | 7 | 100,00 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 127 426 | 1,53 | 6 332 | 0,05 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44 168 | 3,14 | 2 195 | 9,70 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 161 038 | 0,94 | 8 002 | 7,37 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 39 179 | 21,65 | 1 947 | 29,39 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 445 572 | 39,19 | 22 140 | 48,07 | ||||
| 2026-05-01 | 13F | Avion Wealth | 4 876 | 0,04 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 170 304 | 1,75 | 8 449 | 8,06 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 6 398 | 14,41 | 318 | 21,46 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4 415 | 1,05 | 219 | 7,35 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 61 450 | 35,65 | 2 236 | 5,67 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19 854 | 32,96 | 961 | 37,88 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 25 294 | 119,70 | 1 257 | 133,89 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 62 890 | 52,25 | 3 125 | 62,00 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5 876 | 10,85 | 292 | 17,81 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 81 745 | 11,57 | 4 062 | 18,67 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 609 | 806,58 | 328 | 864,71 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 18 064 | 94,22 | 898 | 106,68 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 910 625 | 58,13 | 94 939 | 68,22 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 16 564 | 2,52 | 823 | 9,15 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5 567 | 2,85 | 277 | 9,52 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 791 444 | 5,40 | 39 327 | 12,12 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 11 200 | 4,67 | 557 | 11,42 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 12 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2 165 387 | 2,13 | 107 598 | 8,65 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 217 932 | 7,23 | 10 829 | 14,07 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 236 903 | 5,63 | 11 772 | 12,37 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 033 | 51 | ||||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 33 739 | 2,31 | 1 676 | 8,83 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 83 494 | 2,12 | 4 149 | 8,61 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2 110 | 105 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 365 845 | 21,92 | 67 869 | 29,70 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 822 | 140 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 30 133 | 5,78 | 1 497 | 12,56 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 293 957 | 12,33 | 14 607 | 19,50 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 6 082 | 302 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 772 | 36 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9 425 | 65,44 | 468 | 75,94 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 14 478 | 719 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 35 139 | 38,10 | 1 746 | 46,97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 226 103 | 6,30 | 160 305 | 13,08 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10 754 | 0,46 | 558 | 5,08 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 132 104 | 10,93 | 6 174 | 10,99 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 501 | 24,94 | 25 | 33,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 948 | 30,90 | 231 | 33,53 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 11 559 | 1,92 | 574 | 8,51 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1 740 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 1 497 | 1,98 | 74 | 8,82 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 20 473 | 1 017 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 241 593 | 3,93 | 11 285 | 3,92 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 263 | 117,53 | 161 | 130,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 4 487 | 2,56 | 223 | 8,82 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 26 117 | 3,34 | 1 298 | 3,51 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 12 423 | 58,64 | 617 | 69,04 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 165 874 | 18,95 | 8 242 | 26,55 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 694 797 | 4,73 | 34 526 | 11,41 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 10 459 | 32,93 | 520 | 41,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22 462 | 12,67 | 1 116 | 19,74 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 54 618 | 3 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16 136 | 0,33 | 802 | 6,66 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 142 | 57 |
