Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. MidCap Fund meliputi Foster Group, Inc., Summit Financial, LLC, Bragg Financial Advisors, Inc, Amplius Wealth Advisors, LLC, Miracle Mile Advisors, LLC, Midwest Trust Co, Hartland & Co., LLC, dan Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,719 | 536.77 | 168 | 568.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 225 | 14 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,231 | 0.12 | 1,064 | 3.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 533,933 | 3.57 | 32,981 | 7.34 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 194,607 | 6.27 | 12,021 | 10.13 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4,710 | 2.66 | 291 | 6.23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 29,272 | 2.79 | 1,808 | 6.54 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7,042 | 435 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 89 | 6 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6,650 | 411 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,816 | 4.44 | 1,224 | 8.32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 38,160 | 22.24 | 2,357 | 26.67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6,543 | 0 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 26,475 | 22.69 | 1,635 | 27.14 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,068 | 0.09 | 66 | 3.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 119,509 | 14.00 | 7,382 | 18.17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 665,277 | 5.97 | 41,094 | 9.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,878 | 0.24 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 310,148 | 6.16 | 19,158 | 10.03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 92,592 | 1.24 | 5,719 | 4.94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 325,994 | 4.45 | 20,137 | 8.25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 70,526 | 10.11 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,042 | 82.17 | 64 | 93.94 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10,934 | 0.41 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 458,733 | 1.05 | 28,336 | 4.73 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 70,974 | 6.11 | 4,403 | 10.46 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,762 | 1.51 | 541 | 5.25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,634 | 2.20 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,717 | 25.04 | 353 | 29.78 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 666,452 | 11.80 | 41,167 | 15.87 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 38,525 | 8.69 | 2,380 | 12.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,270 | 7.96 | 1,747 | 11.85 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 178,844 | 4.14 | 11,047 | 7.93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,283 | 50.04 | 944 | 55.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,404 | 16.23 | 272 | 20.89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,523 | 218 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 3,771 | 0.03 | 233 | 3.57 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,462 | 89.50 | 399 | 96.55 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 46,413 | 0.10 | 2,867 | 3.73 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,377 | 215 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,008 | 62 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 91,652 | 2.70 | 5,661 | 6.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,105 | 2,539 | ||||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 10,795 | 0.32 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54,342 | 32.66 | 3,357 | 37.53 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,329 | 391 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 211,477 | 1.74 | 13,063 | 5.44 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 457 | 28 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,878 | 1,166 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 19,275 | 1,191 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7,269 | 0.01 | 449 | 3.46 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 652 | 40 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 83,787 | 23.38 | 5,249 | 29.68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,165 | 27.67 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 39,444 | 7.75 | 2,436 | 11.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 606 | 15.21 | 37 | 23.33 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 12,394 | 0.10 | 766 | 3.80 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,044 | 250 |
