Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund meliputi Stonebridge Wealth Management, LLC, rebel Financial LLC, Cove Private Wealth, LLC, Evolution Wealth Management Inc., Russell Investments Group, Ltd., Maseco Llp, Promus Capital, LLC, BOK Financial Private Wealth, Inc., Dunhill Financial, LLC, SRS Capital Advisors, Inc., dan Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 77,517 | 1.93 | 4,282 | 16.55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 247 | 292.06 | 14 | 333.33 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 220 | 12 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 28,200 | 100.00 | 1,460 | 114.39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,639 | 8.78 | 146 | 23.93 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 89 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,234 | 9.56 | 1,615 | 25.29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,725 | 0.49 | 261 | 14.98 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 182 | 1.11 | 10 | 25.00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5,900 | 326 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 71,998 | 3,977 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,182 | 2.98 | 1,723 | 17.78 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9,607 | 74.29 | 531 | 99.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95,420 | 1.69 | 5,271 | 16.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37,728 | 1.43 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 234,537 | 13 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 556,923 | 2.29 | 30,725 | 16.81 | ||||
| 2025-05-30 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 105 | 5.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247,056 | 22.94 | 13,647 | 40.57 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 31,405 | 2.63 | 1,735 | 17.32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,038 | 223 | ||||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 7,937 | 162.99 | 438 | 192.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,357 | 130 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 605 | 51.25 | 33 | 73.68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 471 | 0.86 | 26 | 18.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38,367 | 467.90 | 2,119 | 550.00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10,947 | 7.17 | 605 | 22.52 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5,546 | 7.61 | 304 | 21.60 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,606 | 199 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,291 | 11.34 | 292 | 26.41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 16 | 1 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42,350 | 588.06 | 2,339 | 687.21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,009 | 56 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,724 | 261 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157,335 | 28.28 | 8,691 | 46.68 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21,935 | 4.01 | 1,212 | 18.96 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,872 | 0.31 | 159 | 14.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60,771 | 63.45 | 3,357 | 86.92 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 40,095 | 0.35 | 2,215 | 14.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 92,198 | 11.66 | 5 | 66.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 379,635 | 2.33 | 20,971 | 17.01 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,932 | 111.26 | 493 | 141.67 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 18,225 | 13.18 | 1,007 | 29.47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,509 | 479 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,652 | 0.51 | 1,914 | 14.95 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 267,215 | 4.04 | 14,761 | 18.97 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 16,764 | 926 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,295 | 13.19 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 138,045 | 3.24 | 7,626 | 18.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,105,569 | 0.94 | 61,072 | 15.42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 334,757 | 30.83 | 18,492 | 49.60 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 7,075 | 7.59 | 391 | 23.03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,749 | 16.00 | 262 | 32.99 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,642 | 8.88 | 534 | 25.06 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 548 | 30 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 121 | 7 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 283,320 | 3.62 | 15,650 | 18.49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89,955 | 6.91 | 4,969 | 22.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,413 | 0.48 | 1,072 | 14.90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142,764 | 17.17 | 7,886 | 33.73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 108 | 6 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55,541 | 1.39 | 3,068 | 15.95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 95,393 | 31.99 | 5,269 | 50.93 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,238 | 0.01 | 403 | 20.30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,089 | 0.29 | 224 | 13.13 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 61,258 | 4.79 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13 | 1 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 39,846 | 1.68 | 2,201 | 16.27 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 52 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 43 | 2 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,315 | 0.04 | 736 | 14.31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 421,979 | 5.83 | 23,310 | 21.01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,480 | 1.42 | 2,402 | 15.93 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4,000 | 221 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,844 | 9.81 | 157 | 25.60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 0.43 | 26 | 13.64 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 35,244 | 0.35 | 1,947 | 14.74 | ||||
| 2025-05-30 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 93 | 20.78 | 4 | 33.33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,728 | 0.95 | 372 | 15.22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10,022 | 3.59 | 554 | 18.42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 233,048 | 8.31 | 13 | 20.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 34,323 | 8.08 | 1,896 | 23.53 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12,659 | 3.83 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 279,920 | 8.75 | 15,463 | 24.36 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 116,600 | 5.27 | 6,560 | 22.58 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,312 | 72 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,089 | 0.14 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 702,311 | 3.18 | 38,796 | 17.98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 502,645 | 2.69 | 27,766 | 17.42 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 129,188 | 3.01 | 7,136 | 17.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47,541 | 13.51 | 2,626 | 29.81 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 121,797 | 6,728 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 241,031 | 1.38 | 13,315 | 15.93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 137,401 | 1.15 | 7,590 | 15.67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,726 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 421,501 | 0.33 | 23,284 | 14.72 | ||||
| 2025-05-30 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 399 | 24.69 | 19 | 26.67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 282 | 14.63 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,833 | 212 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 8 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 19,582 | 27.69 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,399 | 0.41 | 296 | 14.29 |
