Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund includono Mercer Global Advisors Inc /adv, Lido Advisors, LLC, Ubs Asset Management Americas Inc, Rossby Financial, LCC, e Simplex Trading, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Michels Family Financial, LLC | 44.656 | 1,34 | 1.803 | -0,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 530.055 | 0,35 | 21.398 | -1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 502.178 | 1,29 | 20.273 | -0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 221.797 | 0,66 | 8.954 | -1,42 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.164 | 47 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48.937 | 15,99 | 1.976 | 13,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.395 | 58 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18.544 | 7,73 | 749 | 5,50 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 27.925 | 0,57 | 1.127 | -1,49 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11.432 | 0,42 | 462 | -1,71 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 11.400 | 7,04 | 460 | 5,02 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.034 | 3,00 | 266 | 9,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 49.494 | 2,54 | 1.998 | 199.700,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 86.781 | 397,74 | 3.503 | 387,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 579 | 24 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.257 | 212 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20.754 | 838 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18.326 | 51,04 | 740 | 47,80 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 173.366 | 4,20 | 6.999 | 2,04 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 20.148 | 13,97 | 813 | 11,68 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.790 | 234 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.446 | 32,37 | 292 | 26,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 462.832 | 2,35 | 18.685 | 0,24 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 46.848 | 2,38 | 1.891 | 0,27 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1.401 | 21,93 | 57 | 16,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 204.780 | 6,17 | 7.976 | 0,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.243.726 | 0,55 | 50.209 | -1,53 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 17.608 | 4,15 | 1 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 59.333 | 2,11 | 2.395 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 116.835 | 78,82 | 4.717 | 75,12 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 2 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 202 | 8 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.431 | 34,94 | 340 | 32,30 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 10.381 | 0,05 | 419 | -1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 34.112 | 8,05 | 1.377 | 5,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 45.089 | 0,10 | 1.820 | -1,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.153 | 127 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.756 | 232 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 37.460 | 2 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 24.722 | 2,53 | 998 | 0,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56.808 | 1,63 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.219 | 211 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51.503 | 3,09 | 2.079 | 0,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29.378 | 9,64 | 1.186 | 7,34 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5.288 | 0,23 | 213 | -1,84 |
