Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund includono 5T Wealth, LLC, Northern Trust Corp, Monterey Private Wealth, Inc., Plante Moran Financial Advisors, LLC, Whittier Trust Co Of Nevada Inc, e O'shaughnessy Asset Management, Llc .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 185.907 | 58,06 | 7.486 | 76,93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 44.308 | 0,84 | 1.784 | 12,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 22.407 | 902 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10.274 | 0,83 | 414 | 13,77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9.182 | 370 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 43.004 | 2,14 | 1.732 | 15,32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17.959 | 39,88 | 723 | 58,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77.695 | 1,01 | 3.129 | 14,04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17.940 | 0,11 | 722 | 12,99 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14.473 | 6,89 | 583 | 20,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.790 | 8,18 | 1.482 | 22,09 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 70.956 | 2.857 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6.516 | 262 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95.375 | 470,97 | 4 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 228 | 9 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7.314 | 42,41 | 295 | 60,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 574 | 2,87 | 23 | 21,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235.685 | 11,81 | 9.491 | 26,24 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 216.755 | 5,16 | 8.729 | 18,72 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 37.159 | 48,09 | 1.496 | 67,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70.220 | 0,50 | 2.828 | 13,44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.149 | 46 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 23.721 | 3,35 | 955 | 16,75 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 24.008 | 0,82 | 967 | 13,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 645.170 | 2,71 | 25.981 | 15,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171.962 | 2,00 | 6.925 | 15,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 206.366 | 1,25 | 8.310 | 14,31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5.938 | 212 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1.723 | 69 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55.025 | 4,72 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.905 | 42,61 | 117 | 61,11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5.227 | 210 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.065 | 11,84 | 244 | 26,42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 720 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.925 | 98,03 | 239 | 122,43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 24.588 | 32,50 | 990 | 49,77 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16.890 | 18,48 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.001 | 41,02 | 121 | 57,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 426 | 17 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113.752 | 27,55 | 4.581 | 43,98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11.351 | 0,71 | 457 | 13,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171.107 | 1,67 | 6.890 | 14,78 |
