Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree International Equity Fund meliputi Kestra Private Wealth Services, Llc, 4wealth Advisors, Inc., Duncan Williams Asset Management, LLC, Pathstone Holdings, LLC, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, dan Lowe Brockenbrough & Co Inc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 84,593 | 1.28 | 5,377 | 10.69 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 3,444 | 219 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 48,563 | 2.85 | 3,087 | 12.38 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 26,598 | 0.01 | 1,691 | 9.31 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 66,324 | 4.53 | 4,216 | 14.26 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 22,441 | 1.90 | 1,426 | 11.41 | ||||
2025-07-28 | 13F | Courier Capital Llc | 26,652 | 1.51 | 1,694 | 11.01 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 4,470 | 1.75 | 284 | 11.37 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2,063 | 1.38 | 131 | 11.02 | ||||
2025-07-10 | 13F | Envision Financial LLC | 53,044 | 1.09 | 3,371 | 10.49 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3,274 | 208 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 395 | 1.80 | 25 | 13.64 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 53,345 | 219.14 | 3 | |||||
2025-08-05 | 13F | Huntington National Bank | 168 | 10.60 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 326,088 | 1.11 | 20,726 | 10.51 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 6 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3,742 | 238 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,342 | 0.05 | 1,547 | 8.94 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21,312 | 4.78 | 1,355 | 14.55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 526,732 | 4.16 | 33,479 | 13.85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 428 | 140.45 | 27 | 170.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 4,406 | 0.80 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,250 | 270 | ||||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12,567 | 10.45 | 799 | 20.73 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 367,152 | 0.51 | 23,336 | 9.86 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 117,768 | 12.08 | 7,485 | 22.50 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 11,642 | 1.00 | 740 | 10.30 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 12,139 | 3.14 | 772 | 12.72 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 6,166 | 1.73 | 392 | 11.08 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 16,383 | 0.22 | 1,041 | 9.58 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,354 | 0.85 | 2 | 0.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 508 | 32 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,180 | 143 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 46,918 | 38.23 | 2,982 | 51.14 | ||||
2025-08-12 | 13F | New World Advisors LLC | 5,654 | 14.20 | 359 | 25.09 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,746 | 5.49 | 1 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 793 | 50 | ||||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5,965 | 0.15 | 379 | 9.54 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3,225 | 205 | ||||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 17,313 | 1,100 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 63,652 | 30.32 | 4,046 | 42.43 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 56,137 | 4.63 | 3,265 | 15.46 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 7,531 | 1.21 | 0 |