Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund, to m.in Mercer Global Advisors Inc /adv, Lido Advisors, LLC, Ubs Asset Management Americas Inc, Rossby Financial, LCC, i Simplex Trading, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Michels Family Financial, LLC | 44 656 | 1,34 | 1 803 | -0,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 530 055 | 0,35 | 21 398 | -1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 502 178 | 1,29 | 20 273 | -0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 221 797 | 0,66 | 8 954 | -1,42 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 164 | 47 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48 937 | 15,99 | 1 976 | 13,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 395 | 58 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18 544 | 7,73 | 749 | 5,50 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 27 925 | 0,57 | 1 127 | -1,49 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11 432 | 0,42 | 462 | -1,71 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 11 400 | 7,04 | 460 | 5,02 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 034 | 3,00 | 266 | 9,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 49 494 | 2,54 | 1 998 | 199 700,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 86 781 | 397,74 | 3 503 | 387,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 579 | 24 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 257 | 212 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20 754 | 838 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18 326 | 51,04 | 740 | 47,80 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 173 366 | 4,20 | 6 999 | 2,04 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 20 148 | 13,97 | 813 | 11,68 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5 790 | 234 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7 446 | 32,37 | 292 | 26,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 462 832 | 2,35 | 18 685 | 0,24 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 46 848 | 2,38 | 1 891 | 0,27 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1 401 | 21,93 | 57 | 16,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 204 780 | 6,17 | 7 976 | 0,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 243 726 | 0,55 | 50 209 | -1,53 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 17 608 | 4,15 | 1 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 59 333 | 2,11 | 2 395 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 116 835 | 78,82 | 4 717 | 75,12 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 2 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 202 | 8 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 431 | 34,94 | 340 | 32,30 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 10 381 | 0,05 | 419 | -1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 34 112 | 8,05 | 1 377 | 5,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 45 089 | 0,10 | 1 820 | -1,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 153 | 127 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 756 | 232 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 37 460 | 2 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 24 722 | 2,53 | 998 | 0,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56 808 | 1,63 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 219 | 211 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51 503 | 3,09 | 2 079 | 0,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29 378 | 9,64 | 1 186 | 7,34 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5 288 | 0,23 | 213 | -1,84 |
