Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund meliputi 5T Wealth, LLC, Northern Trust Corp, Monterey Private Wealth, Inc., Plante Moran Financial Advisors, LLC, Whittier Trust Co Of Nevada Inc, dan O'shaughnessy Asset 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 | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 185,907 | 58.06 | 7,486 | 76.93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 44,308 | 0.84 | 1,784 | 12.91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 22,407 | 902 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10,274 | 0.83 | 414 | 13.77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,182 | 370 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 43,004 | 2.14 | 1,732 | 15.32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17,959 | 39.88 | 723 | 58.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,695 | 1.01 | 3,129 | 14.04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,940 | 0.11 | 722 | 12.99 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,473 | 6.89 | 583 | 20.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,790 | 8.18 | 1,482 | 22.09 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 70,956 | 2,857 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,516 | 262 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95,375 | 470.97 | 4 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 228 | 9 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7,314 | 42.41 | 295 | 60.66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 574 | 2.87 | 23 | 21.05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235,685 | 11.81 | 9,491 | 26.24 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 216,755 | 5.16 | 8,729 | 18.72 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 37,159 | 48.09 | 1,496 | 67.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,220 | 0.50 | 2,828 | 13.44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,149 | 46 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 23,721 | 3.35 | 955 | 16.75 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 24,008 | 0.82 | 967 | 13.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 645,170 | 2.71 | 25,981 | 15.95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171,962 | 2.00 | 6,925 | 15.15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 206,366 | 1.25 | 8,310 | 14.31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5,938 | 212 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,723 | 69 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55,025 | 4.72 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,905 | 42.61 | 117 | 61.11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,227 | 210 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,065 | 11.84 | 244 | 26.42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 720 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,925 | 98.03 | 239 | 122.43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 24,588 | 32.50 | 990 | 49.77 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,890 | 18.48 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,001 | 41.02 | 121 | 57.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 426 | 17 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113,752 | 27.55 | 4,581 | 43.98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11,351 | 0.71 | 457 | 13.68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171,107 | 1.67 | 6,890 | 14.78 |
