Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund termasuk Stonebridge Wealth Management, LLC, Forefront Analytics, LLC, Kingstone Capital Partners Texas, LLC, Midwest Trust Co, SRS Capital Advisors, Inc., LOM Asset Management Ltd, Aqr Capital Management Llc, Bradley Foster & Sargent Inc/ct, Evolution Wealth Management Inc., DHJJ Financial Advisors, Ltd., Kennebec Savings Bank, Harbor Asset Planning, Inc., Hemington Wealth Management, Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, ENDW - Cambria Endowment Style ETF, Beaird Harris Wealth Management, LLC, dan Christopher J. Hasenberg, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 499 | 0.81 | 16 | 7.14 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 3 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,687 | 85 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6,692 | 213 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,621 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 99,407 | 2.66 | 3,157 | 2.04 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,524 | 0.84 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86,169 | 35.23 | 2,737 | 34.38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 444,967 | 3.01 | 14,132 | 2.37 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 17,967 | 11.54 | 591 | 18.47 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 9,648 | 0.71 | 306 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25,601 | 0.02 | 813 | -0.61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 56 | 9.80 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,422 | 0.92 | 45 | 0.00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 17,610 | 123.25 | 251 | -0.79 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 198,304 | 2.31 | 6,298 | 1.68 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17,028 | 1.28 | 541 | 0.56 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19,869 | 2.16 | 631 | 1.61 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25,001 | 1.98 | 813 | 3.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 260,063 | 5.81 | 8,260 | 5.14 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11,000 | 0.05 | 349 | -0.57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 16,157 | 0.62 | 513 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 711,068 | 3.52 | 22,584 | 2.87 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,485 | 13.83 | 206 | 28.93 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 48,807 | 1.08 | 1,550 | 0.45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,276 | 1.38 | 168 | 0.60 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13,757 | 24.70 | 437 | 23.86 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 250 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15,215 | 17.35 | 483 | 16.67 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 61,793 | 3.97 | 1,963 | 3.32 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15,207 | 2.67 | 483 | 7.59 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,510 | 0.73 | 48 | 0.00 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 171,838 | 10.85 | 5,571 | 23.75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,804 | 15.17 | 407 | 14.37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,651,760 | 2.39 | 52,460 | 1.74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22,562 | 12.53 | 775 | 21.09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,443 | 0.12 | 332 | -0.60 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 34,022 | 1.43 | 1,081 | 0.75 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 54,288 | 1.63 | 1,724 | 1.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8,995 | 286 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,130 | 163 | ||||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 143,503 | 4.95 | 4,558 | 4.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90,215 | 2,865 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,986 | 111.84 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1,030 | 33 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 108 | 3 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 69,787 | 15.64 | 2,216 | 14.94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 469 | 0.21 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34,668 | 5.36 | 1,101 | 4.76 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40,645 | 2.58 | 1,299 | -4.56 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 141,577 | 0.03 | 4,506 | -0.38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,230 | 0.82 | 39 | 2.63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28,420 | 2.06 | 903 | 1.46 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 132,349 | 4,325 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,100 | 590.25 | 384 | 585.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 146,072 | 373.57 | 4,639 | 370.96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18,405 | 9.31 | 585 | 8.55 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 68,460 | 2,174 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 119,744 | 0.25 | 3,803 | -0.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,656 | 3.54 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20,222 | 15.92 | 642 | 15.26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29,410 | 2.67 | 934 | 2.08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,574,892 | 6.19 | 81,779 | 5.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32,082 | 4.39 | 1,019 | -3.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 714,782 | 110.65 | 22,701 | 109.34 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 48,998 | 2.21 | 1,556 | 1.57 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 46,281 | 12.84 | 1,470 | 12.14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 105,064 | 3.59 | 3,337 | 2.93 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 131 | 0.77 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,840 | 19.52 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 73,843 | 128.29 | 2,345 | 127.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,873 | 12.42 | 123 | 11.82 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 324,885 | 5.13 | 10,318 | 4.48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 61,335 | 10.04 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,299,893 | 21.33 | 73,045 | 20.57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 11,972 | 1.15 | 380 | 0.53 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,931 | 93 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13,070 | 415 | ||||||
| 2025-08-12 | 13F | Farmers National Bank | 74,266 | 4.75 | 2,359 | 4.11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 306 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 664,924 | 78.97 | 21,162 | 78.45 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 115,834 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114,661 | 1.56 | 3,642 | 0.91 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 36,906 | 0.94 | 1,172 | 0.34 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 22,673 | 6.79 | 720 | 6.19 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0.67 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 25,233 | 38.83 | 801 | 38.10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 519 | 0.58 | 16 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,121 | 4.02 | 544 | 3.23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12,496 | 2,374.46 | 397 | 2,375.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 58 | 2 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 322,988 | 6.55 | 10,258 | 5.88 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 216,847 | 25.33 | 6,887 | 24.56 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22,353 | 710 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,959 | 221 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 745 | 170.91 | 24 | 187.50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,608 | 12.61 | 83 | 10.81 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 23,991 | 59.31 | 762 | 58.21 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15,200 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 118,690 | 3,768 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26,584 | 5.35 | 844 | 4.71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | 10.81 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47,837 | 11.00 | 1,519 | 10.31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34,586 | 5.68 | 1,098 | 5.07 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7,357 | 5.93 | 234 | 5.43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 81 | 3 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16,762 | 46.21 | 532 | 45.36 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17,213 | 0.67 | 547 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,302 | 5.45 | 327 | 4.81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59,998 | 15.59 | 1,908 | 14.59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219,593 | 8.08 | 6,981 | 7.52 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31,822 | 2.83 | 1,011 | 2.12 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 149,640 | 22.55 | 4,753 | 21.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17,250 | -1.07 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11,249 | 357 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 17,817 | 10.02 | 566 | 9.28 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 49,926 | 4.19 | 1,586 | 3.53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 55,497 | 0.02 | 1,763 | -0.62 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 12,660 | 13.75 | 402 | 13.24 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 548 | 17 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 210 | 7 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 17 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21,804 | 27.35 | 692 | 26.51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 228,427 | 7,255 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 318 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13,006 | 2.46 | 413 | 1.98 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 166 | 5 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,367 | 329 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,096 | 137.64 | 67 | 120.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 525 | 17 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95,087 | 2.86 | 3,020 | 2.20 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38,958 | 6.61 | 1,237 | 6.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 20,797 | 0.76 | 661 | 0.15 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 11,000 | 0 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 112 | 4 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 250,797 | 2.56 | 7,965 | 1.92 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,484 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14,119 | 0.68 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,292 | 34.62 | 424 | 34.29 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9,793 | 0.82 | 311 | 0.32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,653 | 18.66 | 624 | 17.96 |
