Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. Quality Growth Fund includono GLR Partners, LLC, Centurion Wealth Management LLC, XY Planning Network, Inc., Geneos Wealth Management Inc., Mariner, LLC, Paragon Capital Management Ltd, Goldman Sachs Group Inc, Colonial River Wealth Management, LLC, Clarity Asset Management, Inc., Aire Advisors, Llc, Fifth Third Bancorp, MAI Capital Management, Wells Fargo & Company/mn, O'shaughnessy Asset Management, Llc, Warren Averett Asset Management, LLC, REAP Financial Group, LLC, Assetmark, Inc, SRS Capital Advisors, Inc., RWM Asset Management, LLC, e Anfield Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.397 | 6,44 | 0 | |||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 110.009 | 11,16 | 5.878 | 1,22 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 241.770 | 10,42 | 12.918 | 0,56 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 207.230 | 43,48 | 11.072 | 138.300,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 200 | 238,98 | 11 | -9,09 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 31 | 2 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.678 | 7,66 | 303 | -1,94 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.021.046 | 41,13 | 54.554 | 28,53 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 14.725 | 24,30 | 787 | 13,09 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5.725 | 47,17 | 306 | 33,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3.804 | 203 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 7.949 | 97,98 | 425 | 80,43 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.549.265 | 2,15 | 189.637 | -6,97 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 8.085 | 3,02 | 432 | -6,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 181.949 | 9.722 | ||||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 333.342 | 1,58 | 17.810 | -7,49 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.451.329 | 22,48 | 184.404 | 11,54 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 109.001 | 23,86 | 5.824 | 12,78 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8.438 | 32,40 | 451 | 20,64 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 426.047 | 5,85 | 22.764 | -3,60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 203.050 | 21,25 | 10.984 | 11,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 40.747 | 85,97 | 2.177 | 69,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 103.321 | 0,73 | 6.062 | 3,03 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 48.829 | 6,25 | 2.609 | -3,26 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 50 | 3 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 108 | 7 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 548 | 29 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 37.974 | 13,04 | 2.029 | 2,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 792.207 | 419,74 | 42.328 | 373,35 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 11.475 | 621 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 91.929 | 514,70 | 4.912 | 459,98 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 3.877 | 207 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 73.361 | 2,17 | 3.920 | -6,96 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 129 | 7 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23.480 | 0,80 | 1.255 | -8,20 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 27.908 | 14,02 | 1.491 | 3,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.371 | 1,92 | 768 | -7,26 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 210 | 11 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 376 | 20 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8.776 | 2,79 | 474 | -5,20 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 66.726 | 9,99 | 3.565 | 0,17 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 199.034 | 8,53 | 10.634 | -1,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.843.665 | 21,28 | 151.937 | 10,45 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.039.375 | 29,52 | 108.964 | 17,96 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.115 | 242,76 | 968 | 211,94 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 264.811 | 4,46 | 14.149 | -4,87 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 185.687 | 6,40 | 9.921 | -3,11 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 3.781 | 202 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 294.796 | 3,31 | 15.751 | -5,91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31.533 | 14,58 | 1.615 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 983 | 53 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 390.626 | 5,18 | 20.871 | -4,21 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5.766 | 17,72 | 308 | 7,32 | ||||
| 2026-05-05 | 13F | UBS Group AG | 527.364 | 200,03 | 28.177 | 173,24 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 50 | 3 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.400 | 1,10 | 235 | -7,84 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 54.150 | 498,34 | 2.893 | 445,85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13.871 | 741 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.330.872 | 2,77 | 231.399 | -6,41 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11.791 | 1,18 | 1 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15.334 | 279,74 | 819 | 247,03 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 7.416 | 148,44 | 400 | 136,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14.426 | 76,46 | 771 | 60,75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.373 | 18,09 | 2.050 | 7,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 26.037 | 7,94 | 1.391 | -1,70 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 33.975 | 121,48 | 1.993 | |||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5.243 | 48,99 | 280 | 35,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.646 | 88 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 89.456 | 26,73 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 37.566 | 0,46 | 2.007 | -8,48 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22.248 | 88,94 | 1.189 | 72,17 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 236.170 | 10,41 | 12.619 | 0,55 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 54.950 | 100,06 | 3.224 | 104,63 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 333.749 | 30,19 | 17.832 | 18,56 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 608 | 32 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 18.475 | 37,87 | 987 | 25,57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 54.493 | 4.646,78 | 2.912 | 4.244,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 21.336 | 1.167,74 | 1.102 | 1.023,47 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 38.906 | 17,79 | 2.079 | 7,28 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6.391 | 341 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 7.844 | 419 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 63.519 | 3,56 | 3.394 | -5,70 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 822 | 67,41 | 0 | |||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 7.642 | 408 | ||||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 48.093 | 3,60 | 2.570 | -5,66 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5.205 | 278 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10.263 | 548 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 197.213 | 10.537 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7.139 | 2,07 | 381 | -7,07 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 392 | 21 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64.194 | 47,89 | 3.766 | 47,92 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 336.078 | 8,52 | 17.957 | -1,18 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 112.201 | 5.995 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 46.775 | 34,85 | 2.499 | 22,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.302.260 | 12,90 | 69.580 | 2,81 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 651 | 35 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 60.598 | 9,87 | 3.238 | 0,06 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.849 | 58,04 | 313 | 43,78 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3.994 | 3,63 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 536.656 | 289,61 | 28.674 | 254,82 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 30 | 2 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 506.026 | 409,29 | 27.037 | 363,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 10.243 | 89,40 | 547 | 72,56 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 277.406 | 5,92 | 14.206 | -8,30 |
