Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree U.S. MidCap Fund, to m.in 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, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
