Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund includono Dickmeyer Boyce Financial Management, Inc., Sumitomo Mitsui Trust Holdings, Inc., Avail Investment Partners, LLC, Kavar Capital Partners Group, Llc, Phillip James Consulting Co., Kovack Advisors, Inc., Summit Financial, LLC, Southern Michigan Bank & Trust, Sun Financial Inc, Aviance Capital Partners, LLC, Signal Advisors Wealth, LLC, Golden State Equity Partners, PlanVest Financial, Inc, Cassaday & Co Wealth Management LLC, Vanguard Advisers Inc, POM Investment Strategies, LLC, Quest 10 Wealth Builders, Inc., e Rosenberg Matthew Hamilton .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.113 | 40 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 118.711 | 0,19 | 4.266 | 7,65 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 95.624 | 16,35 | 3.437 | 24,99 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 19.571 | 1,12 | 703 | 8,66 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 34.821 | 22,98 | 1.251 | 32,10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 24.632 | 11,41 | 889 | 20,16 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 10.069 | 361 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 50.116 | 116,18 | 1.801 | 10,29 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 21.299 | 8,48 | 765 | 16,62 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132.137 | 2,68 | 4.749 | 10,32 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 7.714 | 3,09 | 277 | 10,80 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 71.231 | 104,42 | 2.560 | 119,74 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.763.378 | 2,31 | 99.316 | 9,92 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.541 | 55 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 251.341 | 19,63 | 9.033 | 28,53 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 12.337 | 15,03 | 443 | 23,74 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 16.216 | 0,63 | 583 | 7,98 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 75.321 | 3 | ||||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 9.761 | 4,08 | 351 | 11,82 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 6.430 | 1,21 | 231 | 8,96 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.474 | 76,74 | 53 | 96,30 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 15.049 | 2,05 | 1 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 69.212 | 1,80 | 2.487 | 9,37 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 481 | 0,21 | 17 | 0,00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 1.070 | 38 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 482 | 164,84 | 17 | 183,33 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 11.318 | 2,91 | 407 | 10,63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23.411 | 841 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 6.347 | 0,02 | 228 | 7,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.367 | 8,08 | 85 | 16,44 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 6.355 | 1,03 | 228 | 8,57 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 22.067 | 9,31 | 1 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 20.185 | 0,08 | 725 | 7,57 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 8.621 | 5,61 | 310 | 37,33 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 36.600 | 13,09 | 1.315 | 21,53 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.424 | 110,72 | 195 | 125,58 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15.295 | 550 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 13.249 | 476 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 149.262 | 0,08 | 5.365 | 7,54 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 13.896 | 0 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 15.647 | 78,39 | 562 | 91,81 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 74.016 | 2.660 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 26.318 | 0,16 | 946 | 7,63 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 79.726 | 2,62 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25.131 | 8,44 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 15.161 | 0,23 | 545 | 7,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 28.398 | 16,34 | 1 | |||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 6.138 | 221 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 510 | 18 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9.099 | 1,51 | 347 | 16,05 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 11.599 | 0,49 | 448 | 16,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 20.272 | 0,05 | 729 | 7,53 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6.338 | 228 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 21.629 | 4,40 | 777 | 12,12 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.624 | 202 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 77.634 | 29,10 | 2.790 | 38,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.112 | 184 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 14.140 | 0,48 | 508 | 8,09 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 89.290 | 0,24 | 3.209 | 7,72 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 417.602 | 2,30 | 15.010 | 9,92 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 17.196 | 0,27 | 618 | 7,85 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 53.193 | 7,23 | 1.912 | 15,19 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 5.756 | 207 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 574 | 0,17 | 21 | 5,26 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 41.321 | 0,28 | 1.485 | 7,76 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 348.798 | 4,70 | 12.536 | 12,49 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 222.167 | 3,37 | 7.985 | 11,06 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 130.300 | 4.683 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 146.727 | 7,36 | 5.274 | 15,36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 320.538 | 0,40 | 11.520 | 7,89 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11.584 | 4,50 | 416 | 12,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.852 | 596,36 | 426 | 658,93 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 68.287 | 2,53 | 2.454 | 10,19 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.104 | 256 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.457.823 | 0,71 | 88.334 | 8,21 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 55.901 | 2,13 | 2.009 | 9,78 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 66.189 | 0,02 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 11.917 | 12,23 | 428 | 20,56 | ||||
| 2026-05-12 | 13F | Croban | 126.974 | 4,11 | 4.562 | 11,84 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 21.302 | 1,49 | 766 | 8,97 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 36.645 | 180,37 | 1.317 | 201,37 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 14.957 | 0,04 | 538 | 7,40 | ||||
| 2026-04-29 | 13F | Invested Advisors | 41.300 | 0,71 | 1.484 | 8,24 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 15.715 | 97,23 | 565 | 112,03 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 206.534 | 0,78 | 7.423 | 8,27 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 32 | 1 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13.113 | 5,73 | 471 | 13,77 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 22.116 | 795 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 20.540 | 34,39 | 738 | 44,42 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 14.390 | 8,28 | 517 | 16,44 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 5.906 | 212 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 52.157 | 4,90 | 1.875 | 12,69 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 39.959 | 30,30 | 1.436 | 40,10 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3.550 | 4,84 | 128 | 12,39 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 274.010 | 16,56 | 9.848 | 25,23 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 172.167 | 7,80 | 6.188 | 15,82 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.597 | 20,38 | 345 | 29,32 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 354 | 13 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 13.142 | 0,38 | 472 | 8,01 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 8.224 | 12,29 | 296 | 20,90 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 14.605 | 0,05 | 525 | 7,38 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 5.670 | 204 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1.254 | 0,32 | 45 | 9,76 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 11.066 | 384 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 25.722 | 8,00 | 924 | 16,08 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 153 | 0,66 | 5 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 15.776 | 7,84 | 567 | 15,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 32.352 | 1,75 | 1.163 | 9,31 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.788 | 7,16 | 711 | 15,24 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.422 | 226,49 | 215 | 224,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 53.943 | 4,09 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 19.295 | 7,65 | 693 | 15,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 176.855 | 2,13 | 6.357 | 9,74 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 717.664 | 0,91 | 25.793 | 8,42 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 145.334 | 0,50 | 5.223 | 7,98 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 13 | 0 | ||||||
| 2026-05-15 | 13F | Sun Financial Inc | 5.904 | 226 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.175 | 42 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 811.485 | 11,25 | 29.165 | 19,53 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 762.074 | 11,88 | 26.997 | 18,49 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 88 | 3 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1.785 | 64 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 92.361 | 22,63 | 3.319 | 31,76 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 26.925 | 16,43 | 968 | 25,10 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9.984 | 0,28 | 359 | 7,51 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.091 | 39 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 35.842 | 16,93 | 1.288 | 25,66 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 43.230 | 552,23 | 1.554 | 602,71 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.264 | 143 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 239.203 | 2,18 | 8.597 | 9,78 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 630 | 23 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6.167 | 222 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 58.067 | 0,12 | 2.087 | 7,58 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 40.245 | 4,82 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 5.184 | 0,27 | 186 | 8,14 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 15.213 | 9,53 | 515 | 10,99 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 162.739 | 5,79 | 5.849 | 13,66 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 8.263 | 12,68 | 297 | 20,82 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 26.457 | 2,78 | 1.015 | 17,77 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7.701 | 0 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 12.027 | 667,52 | 432 | 730,77 | ||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 212.232 | 12,11 | 7.628 | 20,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 81.021 | 6,99 | 2.710 | 6,27 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 59.029 | 32,95 | 2.122 | 42,83 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 50.916 | 0,62 | 1.830 | 8,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31.121 | 16,68 | 1.118 | 25,34 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 6.721 | 9,93 | 242 | 18,14 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 7.012 | 0,04 | 266 | 9,47 |
