Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. SmallCap Fund includono FFOX - FundX Future Fund Opportunities ETF, Hartland & Co., LLC, e Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Capital Management Corp /va | 5.427 | 3,37 | 277 | 7,81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 118 | 81,54 | 6 | 100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 535 | 0,19 | 27 | 3,85 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 47.387 | 8,51 | 2.415 | 13,23 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 277.857 | 3,67 | 14.160 | 8,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 566,67 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.478 | 28,19 | 738 | 33,76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 10.080 | 0,24 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 24.222 | 0,04 | 1.234 | 4,40 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 144.551 | 7.366 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.200 | 61 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9.443 | 9,80 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2.769 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 113.183 | 3,72 | 5.768 | 8,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.427 | 8,17 | 1.041 | 12,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.330 | 0,26 | 394 | 13,26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17.957 | 3,61 | 916 | 8,03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 12.836 | 0,10 | 654 | 4,47 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 15,96 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10.125 | 2,26 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6.412 | 22,23 | 327 | 27,34 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16.507 | 0,35 | 841 | 4,73 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8.199 | 3,12 | 418 | 7,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.144 | 12,27 | 58 | 18,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46.487 | 6,99 | 2.369 | 11,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 510.962 | 7,63 | 26.039 | 12,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.795 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26.177 | 0,42 | 1.334 | 4,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.417 | 125,10 | 174 | 135,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 777 | 432,19 | 40 | 457,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.839 | 9,14 | 94 | 13,41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7.158 | 57,39 | 365 | 63,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39.702 | 18,29 | 2.023 | 23,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48.005 | 44,22 | 2.447 | 50,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5.407 | 6,37 | 276 | 10,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12.502 | 1,22 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 214.542 | 4.996,01 | 4 | -98,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34.555 | 0,00 | 1.761 | 4,14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40.118 | 4,60 | 2.044 | 9,13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1.078 | 55 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10.334 | 11,43 | 527 | 16,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.970 | 508 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 168 | 9 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64.768 | 5,03 | 3.301 | 9,60 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18.197 | 0,12 | 927 | 4,51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 638 | 16,00 | 33 | 28,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11.375 | 0,02 | 580 | 4,32 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 8.079 | 0,90 | 412 | 5,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 821 | 22,90 | 42 | 28,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 751 | 38 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 124.571 | 73,19 | 6.348 | 80,75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.712 | 11,17 | 189 | 15,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14.957 | 1,78 | 762 | 6,28 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7.803 | 0,01 | 398 | 4,20 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 38.586 | 17,54 | 1.993 | 24,03 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 669 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5.908 | 0,03 | 301 | 4,51 |
