Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund meliputi Global Retirement Partners, LLC, O'shaughnessy Asset Management, Llc, Sequent Planning LLC, Mount Yale Investment Advisors, LLC, dan Quaker Wealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 89,066 | 0.41 | 10,070 | 3.39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,278 | 258 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 40,543 | 1.17 | 4,584 | 4.16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 597 | 67 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 12,743 | 0.08 | 1,441 | 3.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,914 | 18.09 | 782 | 21.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 602 | 0.17 | 68 | 4.62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,522 | 413.86 | 511 | 432.29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,161 | 14.79 | 1,149 | 18.23 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21,594 | 0.19 | 2,441 | 3.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,739 | 58.87 | 536 | 63.61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,430 | 7.00 | 275 | 10.04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,951 | 221 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 3,690 | 1.29 | 417 | 4.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6,248 | 706 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,851 | 0.16 | 209 | 3.47 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 89,042 | 9.25 | 10,067 | 12.51 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2,902 | 0.42 | 324 | 2.21 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 226 | 26 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20,743 | 9.85 | 2,346 | 13.12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,220 | 39.23 | 477 | 43.67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 18,750 | 23.40 | 2,120 | 27.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 749 | 10.80 | 84 | 15.07 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,366 | 0.07 | 154 | 3.36 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,715 | 0.41 | 307 | 3.38 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2,339 | 0.39 | 264 | 3.53 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,796 | 0.03 | 429 | 3.13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,606 | 3.07 | 634 | 6.03 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 362 | 41 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,118 | 1,370 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,537 | 0.08 | 287 | 2.88 |
