Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund termasuk Stonebridge Wealth Management, LLC, Susquehanna International Group, Llp, Raymond James Financial Inc, dan Allworth Financial LP .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | JT Stratford LLC | 31,797 | 5.43 | 1,256 | 17.73 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 21,292 | 841 | ||||||
2025-08-14 | 13F | Camden Capital, LLC | 15,756 | 86.95 | 622 | 109.43 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 205 | 23.49 | 8 | 33.33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 104,556 | 15.21 | 4,130 | 28.71 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,164 | 2.65 | 46 | 12.50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 296 | 12 | ||||||
2025-08-13 | 13F | Advisor Group Holdings, Inc. | 2,583 | 90 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 20,979 | 9.33 | 829 | 22.12 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,530 | 2.09 | 455 | 14.04 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 117,828 | 4.11 | 4,654 | 16.35 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,634 | 16.49 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,177 | 2 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 657 | 88.79 | 26 | 108.33 | ||||
2025-08-11 | 13F | Berkeley, Inc | 166,589 | 197.99 | 6,580 | 233.00 | ||||
2025-08-14 | 13F | Fmr Llc | 131 | 19.09 | 5 | 66.67 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 5,605 | 221 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 35,632 | 1,407 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10 | 0 | ||||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 69,995 | 6.09 | 2,765 | 18.52 | ||||
2025-08-14 | 13F | UBS Group AG | 14,935 | 5,067.82 | 590 | 5,790.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,397 | 55 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 434 | 40.91 | 17 | 70.00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,569 | 1.14 | 299 | 12.88 | ||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 234,131 | 9,248 |