Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund, to m.in 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, i Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 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 |
