Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, to m.in NewEdge Wealth, LLC, Retirement Planning Group, Baird Financial Group, Inc., Alchemi Wealth, LLC, SGL Investment Advisors, Inc., Sfmg, Llc, Avalon Trust Co, Vanguard Advisers Inc, Gill Capital Partners, Llc, Triumph Capital Management, i Napier Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 72 610 | 244,35 | 2 912 | 254,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 202 510 | 9,31 | 8 121 | 12,34 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 60 | 53,85 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 181 | 7 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 230 340 | 1,00 | 9 237 | 3,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 105 587 | 3,60 | 4 234 | 6,49 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 2 107 | 84 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5 227 | 210 | ||||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 11 283 | 452 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 80 130 | 26,30 | 3 213 | 29,77 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 15 377 | 1,66 | 617 | 4,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 74 330 | 3,96 | 2 981 | 6,85 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5 798 | 0,09 | 271 | 19,47 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27 919 | 231,30 | 1 120 | 241,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 925 | 3,49 | 199 | 7,03 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 15 085 | 28,26 | 605 | 31,88 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17 302 | 146,57 | 694 | 153,85 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 508 156 | 8,14 | 20 377 | 11,14 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 234 | 0,16 | 49 | 2,08 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 14 054 | 1,40 | 564 | -0,53 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 21 445 | 0,55 | 860 | 3,25 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28 561 | 15,97 | 1 145 | 19,27 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 24 342 | 2,80 | 976 | 5,63 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 30 293 | 1,85 | 1 215 | 4,66 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5 396 | 19,62 | 216 | 22,73 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 29 937 | 32,11 | 1 200 | 35,75 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 18 301 | 734 | ||||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 45 704 | 5,81 | 1 833 | 8,72 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35 740 | 1,67 | 1 433 | 4,52 | ||||
| 2026-01-29 | 13F | Comerica Bank | 16 247 | 12,42 | 634 | 15,51 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 21 059 | 44,17 | 850 | 49,21 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 21 501 | 862 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 149 | 6 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 377 | 5,99 | 135 | 8,87 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 432 837 | 4,71 | 57 457 | 7,61 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 55 118 | 11,15 | 2 210 | 14,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 15 711 | 11,27 | 630 | 14,55 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 8 853 | 39,88 | 355 | 44,31 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7 550 | 2,37 | 303 | 5,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 985 759 | 4,00 | 119 729 | 6,88 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 132 322 | 114,69 | 5 306 | 120,72 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 350 | 50,00 | 54 | 54,29 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 43 | 4,88 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6 249 | 1,73 | 251 | 4,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 342 | 14 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 19 788 | 11,48 | 793 | 14,60 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 206 456 | 3,73 | 8 279 | 6,59 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7 044 | 282 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 24 856 | 17,98 | 997 | 21,17 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 169 962 | 7,32 | 6 815 | 10,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19 650 | 101,54 | 788 | 107,11 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 297 | 11,24 | 12 | 10,00 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 30 051 | 0,05 | 1 205 | 2,55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6 136 | 1,52 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 18 440 | 739 | ||||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 336 833 | 9,87 | 13 507 | 12,92 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 129 306 | 19,22 | 5 185 | 22,52 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 186 500 | 4,27 | 7 479 | 7,15 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 285 217 | 10,60 | 11 437 | 13,67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 26 | 62,50 | 1 | |||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 228 676 | 0,12 | 9 170 | 2,90 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 7 521 | 1,42 | 302 | 4,15 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5 895 | 33,55 | 236 | 37,21 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7 377 | 11,81 | 296 | 14,79 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16 955 | 1 314,10 | 680 | 1 376,09 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 33 135 | 0,03 | 1 329 | 2,79 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 29 440 | 5,25 | 1 181 | 8,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 160 798 | 0,17 | 6 448 | 2,95 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13 625 | 0,01 | 546 | 2,82 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 16 342 | 5,49 | 655 | 8,44 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 69 894 | 24,64 | 2 803 | 28,12 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 10 | 0 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5 740 | 0 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 12 913 | 0,07 | 518 | 2,78 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5 105 | 246 | ||||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 118 660 | 2,58 | 4 758 | 5,43 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 408 | 52,81 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 142 | 9,74 | 246 | 12,84 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 958 792 | 0,14 | 38 448 | 2,91 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 21 963 | 0,86 | 881 | 3,65 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 7 500 | 301 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 115 | 3,55 | 1 689 | 6,36 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9 736 | 35,41 | 390 | 39,29 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13 006 | 26,11 | 522 | 29,60 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4 383 | 3,99 | 176 | 6,71 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 28 291 | 0,00 | 1 134 | 2,81 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 300 | 12 | ||||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 619 075 | 1,79 | 24 825 | 4,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5 829 | 2,23 | 233 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 258 344 | 1,61 | 50 460 | 4,42 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 34 | 1 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 262 | 11 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 5 042 | 202 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 338 | 13 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 102 212 | 2,93 | 3 988 | 2,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94 410 | 3 786 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 31 534 | 10,32 | 1 265 | 13,36 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 25 734 | 5,27 | 1 032 | 8,18 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 131 887 | 12,42 | 5 289 | 15,53 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 249 542 | 22,39 | 10 007 | 25,78 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 57 056 | 2 288 | ||||||
| 2026-05-11 | 13F | Castlekeep Investment Advisors Llc | 95 717 | 6,47 | 3 838 | 9,44 |
