Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree Dynamic International Equity Fund termasuk Park National Corp /oh/, Burns Matteson Capital Management, LLC, Simplicity Wealth,LLC, D.a. Davidson & Co., Global Retirement Partners, LLC, Tcfg Wealth Management, Llc, SK Wealth Management, LLC, Evolution Wealth Management Inc., Financial Engines Advisors L.L.C., Insigneo Advisory Services, Llc, Greykasell Wealth Strategies, Inc., Foundations Investment Advisors, LLC, Defined Financial Planning LLC, HHM Wealth Advisors, LLC, BOK Financial Private Wealth, Inc., dan Asset Dedication, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 67,312 | 2,670 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 388 | 15 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 21,860 | 876 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 486,524 | 4.29 | 19,296 | 12.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372,986 | 1,036.11 | 14,793 | 1,125.52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,645 | 9.78 | 184 | 18.71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,518 | 1.35 | 496 | 9.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140,800 | 2.58 | 5,584 | 10.60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 222,788 | 23.28 | 9 | 33.33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 112,066 | 1.33 | 4,445 | 9.24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 536,086 | 9.31 | 21,261 | 17.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,021 | 11.79 | 159 | 20.45 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 142,055 | 1.15 | 5,634 | 9.04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 575,872 | 12.25 | 22,839 | 21.01 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 58,251 | 2,310 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 20,154 | 7.01 | 799 | 15.46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 7,588 | 301 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1,125 | 307.61 | 45 | 340.00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 56,322 | 0.32 | 2,072 | 7.36 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 8,820 | 0.24 | 350 | 8.05 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10,773 | 427 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58,290 | 2,312 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 63,700 | 352.09 | 2,526 | 387.64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147,612 | 23.47 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,207 | 48.01 | 762 | 59.54 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 912 | 0.44 | 36 | 9.09 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,062 | 73.39 | 121 | 89.06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,740,805 | 844.24 | 69,040 | 917.99 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2,627,025 | 104,188 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33,223 | 1,318 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,973 | 11.53 | 475 | 20.30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33,188 | 7.25 | 1,316 | 15.64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,124 | 1.11 | 402 | 8.97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12,460 | 494 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 114,117 | 4,526 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4,235 | 1.03 | 168 | 8.44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 104 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,513 | 116.76 | 60 | 140.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 276,351 | 4.34 | 10,960 | 12.49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6,878 | 1.42 | 273 | 9.24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 103,008 | 66.98 | 4,085 | 80.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,448 | 10.26 | 1,723 | 18.91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,719 | 9.63 | 425 | 18.38 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 32,221 | 1,278 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,775 | 229 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,864 | 39.68 | 312 | 50.24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,268 | 209 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 405,360 | 51.35 | 16,077 | 63.16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46,704 | 24.03 | 1,852 | 33.72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,451 | 97 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31,562 | 17.65 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,540 | 0.56 | 497 | 8.52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13,790 | 20.68 | 547 | 30.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 567,297 | 4.01 | 22,499 | 12.12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139,352 | 8.83 | 5,527 | 17.32 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 5,079 | 200 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,180,367 | 0.44 | 46,813 | 8.28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12,031 | 477 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,453 | 9.25 | 732 | 17.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,350,030 | 85.65 | 53,542 | 100.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 27,699 | 803.42 | 1,099 | 872.57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56,197 | 753.67 | 2,229 | 820.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,777 | 2.08 | 824 | 10.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 514,170 | 26.43 | 20 | 42.86 |
