Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. Value Fund includono Columbia Advisory Partners Llc, Natixis Advisors, L.p., Zhang Financial LLC, Sonoma Allocations LLC, Philadelphia Investment Partners, LLC, NWF Advisory Services Inc., Paragon Capital Management Ltd, D.a. Davidson & Co., Wealthcare Advisory Partners LLC, Quantinno Capital Management LP, Redhawk Wealth Advisors, Inc., Axis Wealth Partners, LLC, Avaii Wealth Management, Llc, Leavell Investment Management, Inc., Your Advocates Ltd., LLP, Torren Management, LLC, Vanguard Advisers Inc, SRS Capital Advisors, Inc., Abound Wealth Management, e Bartlett & Co. Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 142.032 | 8,73 | 14.058 | 12,83 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 29.901 | 2,94 | 2.833 | 4,50 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 254.257 | 6,18 | 24.086 | 7,81 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 35.283 | 14,33 | 3.342 | 16,08 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 36.953 | 0,15 | 3.501 | 1,69 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 36.054 | 0,50 | 3.364 | 3,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40.978 | 15,14 | 3.882 | 16,90 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 9.534 | 16,00 | 903 | 17,89 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 225.627 | 1,34 | 21.374 | 2,90 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2.426 | 12,11 | 230 | 13,93 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18.806 | 47,00 | 1.781 | 49,29 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 18.123 | 12,47 | 1.717 | 14,17 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 90.429 | 8,10 | 8.566 | 9,76 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 22.226 | 78,32 | 2.166 | 86,32 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3.370 | 31,13 | 319 | 33,47 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 25.273 | 82,94 | 2.394 | 85,87 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 64.791 | 6.138 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.242.810 | 3,44 | 117.732 | 5,02 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.506 | 2,34 | 5.069 | 3,90 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.143 | 85,81 | 582 | 88,64 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 38.194 | 0,53 | 3.618 | 2,09 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 2.855 | 0,46 | 270 | 1,89 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2.612 | 16,40 | 247 | 18,18 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 11.708 | 43,25 | 1.109 | 45,54 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 12.536 | 389,50 | 1.188 | 398,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 168 | 16 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 9.426 | 16,14 | 879 | 15,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.536.335 | 38,32 | 334.997 | 40,45 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 3.596 | 27,56 | 341 | 29,28 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 29.880 | 11,52 | 2.831 | 13,25 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 6.632 | 1.005,33 | 628 | 1.041,82 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 28.266 | 19,44 | 2.678 | 21,24 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 168.051 | 12,31 | 15.919 | 14,03 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 3.107 | 294 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 5.790 | 0,03 | 548 | 1,67 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 20.708 | 1.962 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 315.673 | 30,72 | 29.904 | 32,73 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.614.340 | 22,10 | 152.927 | 23,97 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 52 | 5 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 82 | 1,23 | 8 | 0,00 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 415 | 39 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 3.189 | 302 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 8.290 | 173,33 | 785 | 177,39 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10.702 | 84,93 | 1.014 | 87,94 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.102 | 8,36 | 104 | 10,64 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 18.647 | 18,40 | 1.766 | 20,22 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 260.832 | 24.709 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 2.375 | 225 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 48.789 | 99,59 | 4.622 | 102,68 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 7.497 | 711 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 22.097 | 66,52 | 2.093 | 69,06 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 18.868 | 15,10 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 196.113 | 7,86 | 18.297 | 114.256,25 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21.872 | 16,45 | 2.072 | 18,21 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 20.095 | 8,36 | 1.938 | 11,97 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 197.770 | 1,85 | 18.735 | 3,41 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20.480 | 49,78 | 1.940 | 52,16 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.139 | 297 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 32.596 | 7,04 | 3.088 | 8,66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 144.084 | 9,38 | 13.440 | 9,37 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 854 | 6,09 | 81 | 6,67 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.282 | 1 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.746.280 | 16,70 | 165.425 | 18,49 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 525.408 | 15,95 | 49.772 | 17,73 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 588 | 56 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.825 | 201,61 | 836 | 206,23 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 13.523 | 5,96 | 1.281 | 7,65 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 12.145 | 40,53 | 1.151 | 42,68 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 352.839 | 6,24 | 33.424 | 7,87 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 22.108 | 2,09 | 2.094 | -0,38 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 20.173 | 2,31 | 1.909 | 3,75 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14.869 | 0,66 | 1.408 | 2,18 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.729 | 54,18 | 259 | 56,36 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 221.641 | 8,07 | 20.996 | 9,73 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 6.123 | 580 | ||||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 4.711 | 3,63 | 446 | 5,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.043 | 4,75 | 288 | 6,27 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 603 | 139,29 | 57 | 147,83 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 84 | 8 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.548 | 0,98 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.584 | 8.718,60 | 718 | 11.866,67 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2.714 | 0,18 | 257 | 1,98 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 3.829 | 363 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.236 | 2,47 | 212 | 3,94 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.925 | 4,97 | 1 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4.499 | 16,68 | 441 | 15,75 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 92.290 | 231,99 | 8.743 | 237,14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.541 | 0,99 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 31.322 | 6,34 | 2.967 | 7,97 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.450 | 10,48 | 422 | 12,27 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 8.851 | 838 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13.949 | 1,04 | 1.321 | 2,64 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.424.059 | 13,55 | 134.739 | 15,15 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 43.947 | 22,24 | 4.309 | 28,44 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 80.071 | 3,37 | 7.585 | 4,97 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.869 | 272 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3 | 0 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.541 | 9,67 | 241 | 11,11 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.794 | 102,10 | 928 | 105,09 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4.696 | 18,65 | 445 | 20,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 282.605 | 115,54 | 26.771 | 118,84 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 220.375 | 2,61 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.476 | 21,53 | 424 | 23,62 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 103.213 | 0,58 | 9.777 | 2,12 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 151.627 | 6,54 | 14.364 | 8,17 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 424.918 | 5,31 | 40.252 | 6,93 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.944 | 279 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 16.626 | 1.265,02 | 1.575 | 1.292,92 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7.456 | 17,21 | 706 | 19,06 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2.817 | 267 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 237 | 80,92 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 40.162 | 4,17 | 3.805 | 5,75 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 139.971 | 3,27 | 13.259 | 4,86 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 5.113 | 7,89 | 484 | 9,50 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 9.828 | 2,75 | 931 | 4,37 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 3.376 | 320 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 22 | 2 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 59.501 | 148,19 | 5.563 | 148,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 359 | 35.800,00 | 34 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2.735 | 0,04 | 259 | 1,57 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 51.778 | 1,71 | 4.830 | 0,92 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 9.596 | 2,10 | 909 | 3,77 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.906 | 9,29 | 559 | 10,26 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.986.281 | 4,84 | 188.160 | 6,45 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.045 | 45,14 | 478 | 47,22 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.182 | 301 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 147.976 | 29,88 | 14.018 | 31,86 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 11.258 | 40,69 | 1.066 | 42,90 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 12.060 | 24,29 | 1.142 | 26,19 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 11.164 | 4,70 | 1.058 | 6,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 87.917 | 37,95 | 8.203 | 37,96 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 62.519 | 110,48 | 5.922 | 113,71 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 65.123 | 32,64 | 6.169 | 34,69 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 25.744 | 100,83 | 2.439 | 104,02 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 164.229 | 9,16 | 15.558 | 10,33 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 908 | 11,69 | 86 | 14,67 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 17.649 | 1,82 | 1.672 | 3,34 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 34.536 | 10,81 | 3.272 | 12,52 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 14.079 | 5,03 | 1.334 | 6,64 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 92 | 9 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3.481 | 0,87 | 330 | 2,49 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 72.466 | 5,53 | 7 | 0,00 |
