Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund termasuk Savvy Advisors, Inc., Summit Financial, LLC, Independent Advisor Alliance, Ubs Asset Management Americas Inc, Belpointe Asset Management LLC, Resources Investment Advisors, LLC., Lloyd Advisory Services, LLC., TopTier Wealth Management, LLC, BlackRock, Inc., Sound Income Strategies, LLC, RWM Asset Management, LLC, dan Allworth Financial LP .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 9.516 | 0,05 | 382 | -3,30 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45.229 | 6,34 | 1.815 | 2,89 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6.398 | 17,20 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 61.754 | 2.479 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 15.692 | 0,78 | 630 | -2,48 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 691.457 | 24,77 | 27.756 | 20,75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 121.094 | 6,93 | 4.861 | 3,47 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 49.134 | 15,21 | 1.972 | 11,48 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 42.640 | 1,84 | 1.712 | -1,44 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.906 | 317 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 311.902 | 71,64 | 12.519 | 66,09 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.576 | 3,81 | 304 | 0,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6.007 | 241 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 109.538 | 7,97 | 4.397 | 4,47 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.198 | 0,14 | 88 | -3,30 | ||||
| 2026-05-15 | 13F | Fmr Llc | 10.257 | 2,06 | 412 | -1,20 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.112 | 366 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 23.247 | 0,61 | 933 | -2,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 32.430 | 0,08 | 1.302 | -3,20 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52.575 | 9,14 | 2.110 | 5,61 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 5.595 | 225 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 504 | 21 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 33.614 | 1,69 | 1.468 | 3,97 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8.324 | 334 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.970 | 15,14 | 245 | 13,49 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5.909 | 6,32 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5.285 | 212 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10.302 | 8,16 | 414 | 4,56 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3.760 | 151 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 25 | 1 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.897 | 0,03 | 237 | -3,28 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 5.874 | 1,15 | 236 | -2,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 212 | 0,47 | 9 | 0,00 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 9.188 | 0,10 | 369 | -3,16 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 30.134 | 12,50 | 1.210 | 8,82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13.552 | 0,74 | 544 | -2,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 142.769 | 2,65 | 5.731 | -0,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7.408 | 7,99 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 205.732 | 23,02 | 8.258 | 19,04 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 117.006 | 4,70 | 4.697 | 1,32 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 115 | 5 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.788 | 72 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 40.250 | 1.616 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 74 | 111,43 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 20.280 | 1,15 | 814 | -2,05 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 109.372 | 22,29 | 4.390 | 18,36 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 224.821 | 0,14 | 9.024 | -3,09 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.448 | 8,96 | 379 | 5,57 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9.944 | 3,77 | 399 | 0,50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 22.689 | 34,03 | 958 | 36,32 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10.365 | 9,85 | 416 | 6,39 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 169.234 | 2,43 | 6.793 | -0,88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 82.095 | 235,22 | 3.295 | 224,63 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 703 | 28 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 636.676 | 5,34 | 25.556 | 1,94 | ||||
| 2026-04-13 | 13F | Trust Co | 4.833 | 31,91 | 194 | 27,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 776.239 | 4,87 | 31.158 | 1,49 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 599.309 | 0,89 | 24.056 | -2,37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 52.798 | 2.119 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16.415 | 659 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.298.870 | 1,54 | 92.277 | -1,74 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 73.681 | 7,44 | 2.958 | 3,97 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 73.850 | 16,94 | 2.964 | 13,17 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 38.791 | 144,43 | 1.557 | 136,63 |
