Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund termasuk Hilltop Holdings Inc., Summit Financial, LLC, Summit Wealth Group Llc / Co, Independent Wealth Network Inc., Y-Intercept (Hong Kong) Ltd, Wesbanco Bank Inc, Midwest Trust Co, Sax Wealth Advisors, Llc, Quantinno Capital Management LP, Obermeyer Wood Investment Counsel, Lllp, Studio Investment Management Llc, Fiera Capital Corp, Astoria Portfolio Advisors LLC., Atlantic Trust, LLC, Howe & Rusling Inc, Ryan Investment Management, Inc., Harbor Asset Planning, Inc., Td Private Client Wealth Llc, Raleigh Capital Management Inc., dan Mascagni Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,955 | 325 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0.44 | 75 | 4.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25,866 | 70.44 | 2,125 | 76.41 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,434 | 7.76 | 693 | 11.43 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8,636 | 0.30 | 709 | 3.81 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34,627 | 0.31 | 2,844 | 3.83 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,758 | 4.27 | 309 | 12.41 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314,980 | 0.55 | 25,872 | 4.06 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4,798 | 0.38 | 394 | 3.96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,610 | 603.50 | 214 | 637.93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,250 | 0.56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,275 | 16.96 | 269 | 21.17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,054 | 0.20 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,929 | 0.72 | 651 | 4.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57,165 | 11.75 | 4,696 | 15.64 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,093 | 5.11 | 501 | 8.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,412,192 | 2.02 | 115,997 | 5.58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,617 | 4.73 | 1 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4,750 | 68.14 | 390 | 74.11 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10,032 | 1.53 | 824 | 5.10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,770 | 0.81 | 967 | 4.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53,763 | 0.28 | 4,416 | 3.81 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3,476 | 3.36 | 287 | 9.16 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,709 | 6.01 | 4,658 | 9.73 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,157 | 0.10 | 259 | 3.60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723,415 | 12.50 | 59,421 | 16.43 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,618 | 133 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,432 | 623.23 | 118 | 680.00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2,493 | 205 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68,898 | 4.00 | 5,659 | 7.65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251,283 | 2.51 | 20,640 | 6.09 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9,710 | 1.14 | 798 | 4.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68,159 | 3.65 | 5,599 | 7.26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73,089 | 8.43 | 6,083 | 23.11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34,096 | 6.39 | 2,801 | 10.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56,949 | 124.01 | 4,678 | 131.88 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105,127 | 2.36 | 9 | 0.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62,487 | 0.02 | 5,133 | 3.51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,842 | 0.57 | 233 | 4.02 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2.83 | 9 | 0.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74,593 | 530.11 | 6,127 | 552.50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,688 | 303 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22,863 | 47.56 | 1,878 | 52.73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54,431 | 6.34 | 4,471 | 10.04 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65,224 | 62.15 | 5,358 | 67.83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,642 | 113.54 | 1,285 | 121.00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328,329 | 3.15 | 26,969 | 6.74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,242 | 17.48 | 759 | 21.63 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2,602 | 214 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26,686 | 2,211 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57,810 | 0.23 | 4,748 | 3.71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,453 | 81.77 | 448 | 87.82 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18,664 | 12.07 | 1,533 | 16.05 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2,862 | 0.56 | 235 | 4.44 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31,319 | 26.62 | 2,573 | 31.02 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237,434 | 0.53 | 19,503 | 108,244.44 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2,533 | 0.12 | 208 | 4.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7,420 | 2.91 | 609 | 6.47 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566,005 | 0.23 | 46,491 | 3.72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600,370 | 11.48 | 49,310 | 15.38 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17,022 | 108.07 | 1,398 | 115.41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,408 | 203 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635,924 | 8.51 | 52 | 13.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,558 | 14.21 | 1,032 | 18.23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254,421 | 1.40 | 20,898 | 4.94 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111,545 | 2.94 | 9,162 | 6.53 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19,886 | 0.56 | 1,633 | 4.08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50.00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,724 | 17.27 | 470 | 21.45 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17,369 | 1.76 | 1,427 | 5.32 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,385 | 1,099 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186,196 | 13.53 | 15,294 | 17.49 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5,849 | 0.57 | 480 | 4.12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,315 | 5.05 | 765 | 11.03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,982 | 327 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138.21 | 48 | 166.67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16,445 | 0.93 | 1,351 | 4.41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51,018 | 6.15 | 4,191 | 9.86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,412 | 3.80 | 445 | 7.51 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,141 | 587 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,269 | 1.31 | 351 | 4.79 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5,008 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,339 | 5.11 | 2,738 | 8.78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,047,944 | 5.71 | 86,078 | 9.40 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6,821 | 0.40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61,879 | 0.60 | 5,082 | 4.12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,516 | 441.43 | 125 | 463.64 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,083 | 0.02 | 746 | 5.67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11,613 | 75.58 | 954 | 81.87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16,049 | 14.83 | 1,318 | 18.85 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,587 | 0.08 | 295 | 3.52 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,397 | 11.50 | 772 | 15.42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193,957 | 7.24 | 15,932 | 10.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,130 | 750 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45,802 | 0.30 | 3,762 | 3.81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,106,770 | 47.36 | 173,055 | 52.73 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,715 | 0.04 | 1,784 | 3.54 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2,440 | 200 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190,803 | 5.11 | 15,660 | 8.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166,299 | 5.73 | 13,660 | 9.42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31,783 | 6.92 | 2,611 | 10.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0.34 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2,451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326,362 | 2.16 | 26,807 | 5.73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,546 | 12.84 | 456 | 16.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16,472 | 21.24 | 1,345 | 26.05 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3,264 | 0.09 | 268 | 3.88 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,811 | 313 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17,027 | 0.56 | 1,399 | 4.10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,074 | 269.01 | 1,320 | 282.61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,742 | 143 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43,271 | 11.70 | 3,554 | 15.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651,998 | 9.13 | 53,555 | 12.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,552 | 0.26 | 127 | 4.10 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14,566 | 1.12 | 1,196 | 4.64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15,910 | 11.45 | 1,328 | 26.86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8,672 | 0.45 | 712 | 3.94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,597 | 0.14 | 295 | 3.51 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32,367 | 63.29 | 2,659 | 68.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18,997 | 11.44 | 1,560 | 15.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94,284 | 2.36 | 7,745 | 5.94 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31,925 | 0.07 | 2,622 | 3.55 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0.69 | 36 | 2.94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261,991 | 1.14 | 21,520 | 4.67 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8,059 | 0.04 | 662 | 3.44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,411,847 | 1.72 | 198,109 | 5.27 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23,976 | 42.25 | 1,969 | 47.27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,191 | 46.85 | 262 | 52.33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,725 | 0.47 | 717 | 3.92 | ||||
| 2025-08-14 | 13F | Clg Llc | 279,875 | 13.74 | 22,989 | 17.71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,695 | 1,043 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16,168 | 0.53 | 1,328 | 4.08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126,368 | 1.60 | 10,380 | 5.15 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223,864 | 2.00 | 18,388 | 5.57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,269 | 0.37 | 761 | 3.82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61,946 | 0.02 | 5,088 | 3.52 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,799 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47,079 | 24.31 | 3,867 | 28.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578,307 | 3.34 | 47,502 | 6.95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46,577 | 3,659 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496,816 | 8.53 | 40,814 | 12.31 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28,151 | 63.70 | 2,312 | 71.26 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48,433 | 163.91 | 3,844 | 166.76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,174,639 | 13.42 | 96,485 | 17.38 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15,426 | 8.86 | 1,267 | 12.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167,724 | 5.56 | 13,777 | 9.24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,379 | 162.78 | 606 | 172.97 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21,690 | 0.52 | 1,782 | 4.03 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7,858 | 0.15 | 645 | 3.70 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,635 | 627 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,302 | 436 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 99,949 | 3.19 | 8,210 | 6.79 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2,735 | 0.40 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,692 | 1,043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,049,861 | 1.44 | 86,236 | 4.98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,972 | 0.46 | 326 | 4.15 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0.47 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6,294 | 0.06 | 517 | 3.61 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684,862 | 2.13 | 56,255 | 5.69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5.09 | 59 | 9.26 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,085 | 418 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,960 | 122.73 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,344 | 0.09 | 451 | 11.11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0.11 | 74 | 4.23 |
