Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree U.S. Quality Growth Fund, to m.in GLR Partners, LLC, Centurion Wealth Management LLC, XY Planning Network, Inc., Geneos Wealth Management Inc., Mariner, LLC, Paragon Capital Management Ltd, Goldman Sachs Group Inc, Colonial River Wealth Management, LLC, Clarity Asset Management, Inc., Aire Advisors, Llc, Fifth Third Bancorp, MAI Capital Management, Wells Fargo & Company/mn, O'shaughnessy Asset Management, Llc, Warren Averett Asset Management, LLC, REAP Financial Group, LLC, Assetmark, Inc, SRS Capital Advisors, Inc., RWM Asset Management, LLC, i Anfield Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 397 | 6,44 | 0 | |||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 110 009 | 11,16 | 5 878 | 1,22 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 241 770 | 10,42 | 12 918 | 0,56 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 207 230 | 43,48 | 11 072 | 138 300,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 200 | 238,98 | 11 | -9,09 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 31 | 2 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5 678 | 7,66 | 303 | -1,94 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 021 046 | 41,13 | 54 554 | 28,53 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 14 725 | 24,30 | 787 | 13,09 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5 725 | 47,17 | 306 | 33,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3 804 | 203 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 7 949 | 97,98 | 425 | 80,43 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 549 265 | 2,15 | 189 637 | -6,97 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 8 085 | 3,02 | 432 | -6,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 181 949 | 9 722 | ||||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 333 342 | 1,58 | 17 810 | -7,49 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 451 329 | 22,48 | 184 404 | 11,54 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 109 001 | 23,86 | 5 824 | 12,78 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8 438 | 32,40 | 451 | 20,64 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 426 047 | 5,85 | 22 764 | -3,60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 203 050 | 21,25 | 10 984 | 11,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 40 747 | 85,97 | 2 177 | 69,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 103 321 | 0,73 | 6 062 | 3,03 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 48 829 | 6,25 | 2 609 | -3,26 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 50 | 3 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 108 | 7 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 548 | 29 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 37 974 | 13,04 | 2 029 | 2,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 792 207 | 419,74 | 42 328 | 373,35 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 11 475 | 621 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 91 929 | 514,70 | 4 912 | 459,98 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 3 877 | 207 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 73 361 | 2,17 | 3 920 | -6,96 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 129 | 7 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23 480 | 0,80 | 1 255 | -8,20 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 27 908 | 14,02 | 1 491 | 3,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14 371 | 1,92 | 768 | -7,26 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 210 | 11 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 376 | 20 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8 776 | 2,79 | 474 | -5,20 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 66 726 | 9,99 | 3 565 | 0,17 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 199 034 | 8,53 | 10 634 | -1,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 843 665 | 21,28 | 151 937 | 10,45 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 039 375 | 29,52 | 108 964 | 17,96 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18 115 | 242,76 | 968 | 211,94 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 264 811 | 4,46 | 14 149 | -4,87 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 185 687 | 6,40 | 9 921 | -3,11 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 3 781 | 202 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 294 796 | 3,31 | 15 751 | -5,91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31 533 | 14,58 | 1 615 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 983 | 53 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 390 626 | 5,18 | 20 871 | -4,21 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5 766 | 17,72 | 308 | 7,32 | ||||
| 2026-05-05 | 13F | UBS Group AG | 527 364 | 200,03 | 28 177 | 173,24 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 50 | 3 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4 400 | 1,10 | 235 | -7,84 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 54 150 | 498,34 | 2 893 | 445,85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13 871 | 741 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 4 330 872 | 2,77 | 231 399 | -6,41 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11 791 | 1,18 | 1 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15 334 | 279,74 | 819 | 247,03 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 7 416 | 148,44 | 400 | 136,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14 426 | 76,46 | 771 | 60,75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38 373 | 18,09 | 2 050 | 7,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 26 037 | 7,94 | 1 391 | -1,70 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 33 975 | 121,48 | 1 993 | |||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5 243 | 48,99 | 280 | 35,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 646 | 88 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 89 456 | 26,73 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 37 566 | 0,46 | 2 007 | -8,48 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22 248 | 88,94 | 1 189 | 72,17 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 236 170 | 10,41 | 12 619 | 0,55 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 54 950 | 100,06 | 3 224 | 104,63 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 333 749 | 30,19 | 17 832 | 18,56 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 608 | 32 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 18 475 | 37,87 | 987 | 25,57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 54 493 | 4 646,78 | 2 912 | 4 244,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 21 336 | 1 167,74 | 1 102 | 1 023,47 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 38 906 | 17,79 | 2 079 | 7,28 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6 391 | 341 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 7 844 | 419 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 63 519 | 3,56 | 3 394 | -5,70 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 822 | 67,41 | 0 | |||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 7 642 | 408 | ||||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 48 093 | 3,60 | 2 570 | -5,66 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5 205 | 278 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10 263 | 548 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 197 213 | 10 537 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 139 | 2,07 | 381 | -7,07 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 392 | 21 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64 194 | 47,89 | 3 766 | 47,92 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 336 078 | 8,52 | 17 957 | -1,18 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 112 201 | 5 995 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 46 775 | 34,85 | 2 499 | 22,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1 302 260 | 12,90 | 69 580 | 2,81 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 651 | 35 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 60 598 | 9,87 | 3 238 | 0,06 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 849 | 58,04 | 313 | 43,78 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 994 | 3,63 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 536 656 | 289,61 | 28 674 | 254,82 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 30 | 2 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 506 026 | 409,29 | 27 037 | 363,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 10 243 | 89,40 | 547 | 72,56 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 277 406 | 5,92 | 14 206 | -8,30 |
