Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund includono Sentinel Wealth Management, Inc., Forefront Analytics, LLC, Main Street Financial Solutions, LLC, World Equity Group, Inc., Detalus Advisors, LLC, KPP Advisory Services LLC, ENDW - Cambria Endowment Style ETF, TCTC Holdings, LLC, e Creekmur Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194.450 | 36,32 | 6.705 | 52,26 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 91.809 | 0,06 | 3.167 | 15,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 99.757 | 45,71 | 3.440 | 64,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.046 | 6.521,74 | 105 | 10.400,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 297.337 | 4,70 | 10.252 | 16,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 182.980 | 8,26 | 6.309 | 20,93 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33.333 | 6,07 | 1.149 | 18,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 77.764 | 2,22 | 2.674 | 13,50 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 486.194 | 52,44 | 16.764 | 70,27 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 6.031 | 208 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 142 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49.464 | 0,62 | 1.706 | 12,39 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 100.449 | 3 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 420.326 | 17,64 | 14.493 | 31,40 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 281 | 11,95 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 84.220 | 0,90 | 2.939 | 14,09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2.551 | 0,43 | 88 | 11,54 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 6.740 | 232 | ||||||
| 2025-08-08 | 13F | Croban | 30.077 | 5,02 | 1.037 | 17,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.083 | 37 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17.895 | 12,70 | 617 | 25,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5.865 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.850 | 45,90 | 64 | 61,54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28.172 | 1,77 | 1 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 100.150 | 3,63 | 3.453 | 15,76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 591 | 20 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.386 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.219 | 0,41 | 42 | 13,51 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13.376 | 0,28 | 461 | 5,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178.346 | 0,57 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 74.634 | 604,89 | 2.573 | 689,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46.265 | 14,94 | 1.595 | 28,42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 133.991 | 1,11 | 4.136 | 2,40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 200.056 | 1,37 | 6.898 | 13,21 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 980.944 | 0,36 | 33.823 | 12,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 396 | 204,62 | 14 | 333,33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6.840 | 236 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 143.252 | 6,15 | 4.975 | 19,13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 45.901 | 4,30 | 1.583 | 16,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39.713 | 9,30 | 1.369 | 22,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14.854 | 59,94 | 512 | 79,02 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16.397 | 1,80 | 565 | 13,68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 149.225 | 2,22 | 5.145 | 14,18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7.505 | 15,93 | 259 | 29,65 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.346 | 1,27 | 115 | 13,86 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 582.183 | 6,96 | 20.074 | 19,47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61.603 | 14,21 | 2.124 | 27,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138.890 | 1,30 | 4.789 | 13,14 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21.749 | 750 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 21.200 | 24,84 | 731 | 39,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73.084 | 0,57 | 2.520 | 12,30 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 312.094 | 3,68 | 10.761 | 15,81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120.509 | 2,31 | 4.155 | 14,31 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26.969 | 7,07 | 930 | 19,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 | 1 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.429 | 46 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 179.509 | 2,90 | 6.189 | 14,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.097.871 | 1,29 | 72.335 | 13,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 229.700 | 4,77 | 7.918 | 16,99 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 35.668 | 1,62 | 1.230 | 13,48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 428 | 15 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 56.683 | 11,97 | 1.954 | 25,10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8.851 | 11,53 | 305 | 25,00 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 186.738 | 3,33 | 6.439 | 15,42 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | 466,67 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.354.992 | 39,53 | 115.680 | 55,85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.430 | 43,69 | 153 | 60,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 60.997 | 631,82 | 2.103 | 717,90 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 30.077 | 1.037 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 26.270 | 8,45 | 906 | 21,15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10.680 | 62,98 | 368 | 82,18 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 47.901 | 2,48 | 1.652 | 14,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823.435 | 140,19 | 28.402 | 168,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14.831 | 0,05 | 511 | 11,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8.920 | 27,89 | 308 | 42,79 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19.835 | 684 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286.169 | 12,85 | 9.867 | 26,05 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 466.508 | 50,79 | 16.085 | 68,43 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 119.729 | 17,06 | 4.128 | 30,76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4.679 | 0,78 | 161 | 12,59 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 133.599 | 0,80 | 4.606 | 12,59 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5.844 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | -36,21 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 167.071 | 7,57 | 5.761 | 20,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13.742 | 1,49 | 474 | 13,43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 488 | 0,83 | 17 | 14,29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7.215 | 1,19 | 249 | 12,73 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12.813 | 0,50 | 442 | 12,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.526.904 | 3,53 | 52.648 | 15,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.229.915 | 72,58 | 42.407 | 92,77 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 25.183 | 0,74 | 868 | 12,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.551 | 1,56 | 157 | 13,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 20.711 | 1,94 | 714 | 13,88 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 64.947 | 479,47 | 2.239 | 548,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 59.990 | 39,76 | 2.068 | 56,08 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 570.881 | 0,42 | 19.684 | 12,15 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 237.664 | 5,98 | 8.195 | 18,38 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 16.349 | 2,50 | 564 | 14,43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 5.189 | 5,06 | 179 | 17,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 151.317 | 14,33 | 5.217 | 27,71 |
