Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. Total Dividend Fund includono Ubs Asset Management Americas Inc, Aqr Capital Management Llc, Ashton Thomas Securities, Llc, Mission Wealth Management, Lp, Skopos Labs, Inc., Green Harvest Asset Management LLC, Centric Wealth Management, Fifth Third Bancorp, Beacon Investment Advisory Services, Inc., Vanguard National Trust Co, e Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.709 | 148 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 6.122 | 0,43 | 529 | 2,13 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4.758 | 0,21 | 411 | 1,74 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 3.750 | 0,03 | 324 | 1,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 95.587 | 4,84 | 8.255 | 6,65 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5.700 | 3,64 | 492 | 5,58 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2.888 | 1,26 | 249 | 2,89 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 5.614 | 8,55 | 485 | 10,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 149.793 | 117,88 | 12.936 | 121,70 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 2.250 | 203 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2.364 | 0,21 | 216 | 8,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62 | 5 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 2.324 | 201 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 4.411 | 33,02 | 381 | 35,23 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.822 | 416 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 12 | 1 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16.120 | 1.392 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 683 | 0,15 | 59 | 1,75 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 100.002 | 2,81 | 8.636 | 4,60 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9.786 | 2,91 | 845 | 4,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.569 | 222 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4.507 | 0,02 | 389 | 1,83 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 83.860 | 4,56 | 7.242 | 6,39 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20.144 | 5,79 | 1.740 | 7,61 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 765 | 66 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 11.058 | 1,30 | 955 | 3,02 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7.176 | 8,48 | 620 | 10,34 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 18.696 | 0,42 | 1.615 | 2,15 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.890 | 163 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3.211 | 0,38 | 277 | 2,21 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.603 | 2,42 | 311 | 4,36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.486 | 1,22 | 215 | 2,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 224.181 | 12,22 | 19.360 | 14,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 119.070 | 17,84 | 10.283 | 19,89 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 3.566 | 1,13 | 308 | 2,68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.216.396 | 4,59 | 105.048 | 6,42 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 4.972 | 0,42 | 429 | 2,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.129 | 8,62 | 1.111 | 8,39 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 901.077 | 7,46 | 77.817 | 9,33 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 926 | 0,43 | 80 | 1,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9.310 | 804 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.422 | 0,23 | 555 | 2,03 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 6.055 | 8,07 | 523 | 9,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22.223 | 107,73 | 1.919 | 111,34 | ||||
| 2026-05-15 | 13F | Fmr Llc | 18.612 | 7,06 | 1.607 | 8,95 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 4.816 | 0,08 | 416 | 1,72 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.057 | 0,36 | 264 | 2,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 71.954 | 6,83 | 6.214 | 8,69 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 4.400 | 0,02 | 380 | 1,61 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 9.658 | 0,49 | 864 | 5,89 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 138 | 12 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.770 | 0,04 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4.527 | 391 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 14.490 | 3,76 | 1.251 | 5,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 52.465 | 4,28 | 4.531 | 6,09 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 20.140 | 0,73 | 1.739 | 2,47 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 181 | 0,56 | 16 | 0,00 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 12.066 | 2,29 | 1.042 | 4,10 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 147.408 | 101,04 | 12.730 | 104,56 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 102.636 | 1,69 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 11.246 | 971 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 318 | 0,63 | 27 | 3,85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12.531 | 39,22 | 1.082 | 41,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71.964 | 22,85 | 6.215 | 24,98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16.887 | 14,63 | 1.458 | 16,64 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.547 | 6,37 | 565 | 8,24 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3.292 | 11,48 | 301 | 20,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 7.817 | 9,24 | 675 | 11,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29.796 | 0,35 | 2.573 | 2,10 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.914 | 1.029 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 72.320 | 2,59 | 6.127 | 2,41 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4.199 | 5,82 | 363 | 7,74 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 810 | 70 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.667 | 230 | ||||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 13.440 | 1,13 | 1.161 | 2,84 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25.952 | 2.241 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.408 | 0,06 | 294 | 1,73 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4.558 | 25,77 | 394 | 28,01 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.155 | 4,18 | 2.345 | 6,01 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 760 | 66 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.166 | 0,88 | 184 | 1,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 143.467 | 0,65 | 12.390 | 2,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 273.140 | 5,33 | 23.588 | 7,17 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 31.158 | 3,16 | 2.644 | 4,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7.969 | 12,99 | 688 | 15,05 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.748 | 237 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 570 | 0,18 | 48 | 2,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 142.601 | 1,56 | 12.316 | 3,34 |
