Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree U.S. Total Dividend Fund, to m.in Ubs Asset Management Americas Inc, Aqr Capital Management Llc, Ashton Thomas Securities, Llc, Mission Wealth Management, Lp, Skopos Labs, Inc., Green Harvest Asset Management LLC, Centric Wealth Management, Fifth Third Bancorp, Beacon Investment Advisory Services, Inc., Vanguard National Trust Co, i Vanguard Advisers 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 709 | 148 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 6 122 | 0,43 | 529 | 2,13 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 758 | 0,21 | 411 | 1,74 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 3 750 | 0,03 | 324 | 1,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 95 587 | 4,84 | 8 255 | 6,65 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5 700 | 3,64 | 492 | 5,58 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2 888 | 1,26 | 249 | 2,89 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 5 614 | 8,55 | 485 | 10,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 149 793 | 117,88 | 12 936 | 121,70 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 2 250 | 203 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2 364 | 0,21 | 216 | 8,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62 | 5 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 2 324 | 201 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 4 411 | 33,02 | 381 | 35,23 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4 822 | 416 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 12 | 1 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16 120 | 1 392 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 683 | 0,15 | 59 | 1,75 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 100 002 | 2,81 | 8 636 | 4,60 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9 786 | 2,91 | 845 | 4,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2 569 | 222 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 507 | 0,02 | 389 | 1,83 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 83 860 | 4,56 | 7 242 | 6,39 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20 144 | 5,79 | 1 740 | 7,61 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 765 | 66 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 11 058 | 1,30 | 955 | 3,02 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7 176 | 8,48 | 620 | 10,34 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 18 696 | 0,42 | 1 615 | 2,15 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 890 | 163 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3 211 | 0,38 | 277 | 2,21 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 603 | 2,42 | 311 | 4,36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 486 | 1,22 | 215 | 2,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 224 181 | 12,22 | 19 360 | 14,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 119 070 | 17,84 | 10 283 | 19,89 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 3 566 | 1,13 | 308 | 2,68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 216 396 | 4,59 | 105 048 | 6,42 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 4 972 | 0,42 | 429 | 2,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13 129 | 8,62 | 1 111 | 8,39 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 901 077 | 7,46 | 77 817 | 9,33 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 926 | 0,43 | 80 | 1,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9 310 | 804 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 422 | 0,23 | 555 | 2,03 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 6 055 | 8,07 | 523 | 9,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22 223 | 107,73 | 1 919 | 111,34 | ||||
| 2026-05-15 | 13F | Fmr Llc | 18 612 | 7,06 | 1 607 | 8,95 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 4 816 | 0,08 | 416 | 1,72 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3 057 | 0,36 | 264 | 2,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 71 954 | 6,83 | 6 214 | 8,69 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 4 400 | 0,02 | 380 | 1,61 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 9 658 | 0,49 | 864 | 5,89 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 138 | 12 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 770 | 0,04 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4 527 | 391 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 14 490 | 3,76 | 1 251 | 5,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 52 465 | 4,28 | 4 531 | 6,09 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 20 140 | 0,73 | 1 739 | 2,47 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 181 | 0,56 | 16 | 0,00 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 12 066 | 2,29 | 1 042 | 4,10 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 147 408 | 101,04 | 12 730 | 104,56 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 102 636 | 1,69 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 11 246 | 971 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 318 | 0,63 | 27 | 3,85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12 531 | 39,22 | 1 082 | 41,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71 964 | 22,85 | 6 215 | 24,98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16 887 | 14,63 | 1 458 | 16,64 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6 547 | 6,37 | 565 | 8,24 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3 292 | 11,48 | 301 | 20,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 7 817 | 9,24 | 675 | 11,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 796 | 0,35 | 2 573 | 2,10 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 914 | 1 029 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 72 320 | 2,59 | 6 127 | 2,41 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 199 | 5,82 | 363 | 7,74 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 810 | 70 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 667 | 230 | ||||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 13 440 | 1,13 | 1 161 | 2,84 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25 952 | 2 241 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3 408 | 0,06 | 294 | 1,73 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4 558 | 25,77 | 394 | 28,01 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 155 | 4,18 | 2 345 | 6,01 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 760 | 66 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2 166 | 0,88 | 184 | 1,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 143 467 | 0,65 | 12 390 | 2,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 273 140 | 5,33 | 23 588 | 7,17 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 31 158 | 3,16 | 2 644 | 4,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7 969 | 12,99 | 688 | 15,05 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 748 | 237 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 570 | 0,18 | 48 | 2,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 142 601 | 1,56 | 12 316 | 3,34 |
