Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund termasuk 5T Wealth, LLC, Northern Trust Corp, Monterey Private Wealth, Inc., Plante Moran Financial Advisors, LLC, Whittier Trust Co Of Nevada Inc, dan O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 185,907 | 58.06 | 7,486 | 76.93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 44,308 | 0.84 | 1,784 | 12.91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 22,407 | 902 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10,274 | 0.83 | 414 | 13.77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,182 | 370 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 43,004 | 2.14 | 1,732 | 15.32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17,959 | 39.88 | 723 | 58.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,695 | 1.01 | 3,129 | 14.04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,940 | 0.11 | 722 | 12.99 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,473 | 6.89 | 583 | 20.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,790 | 8.18 | 1,482 | 22.09 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 70,956 | 2,857 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,516 | 262 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95,375 | 470.97 | 4 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 228 | 9 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7,314 | 42.41 | 295 | 60.66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 574 | 2.87 | 23 | 21.05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235,685 | 11.81 | 9,491 | 26.24 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 216,755 | 5.16 | 8,729 | 18.72 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 37,159 | 48.09 | 1,496 | 67.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,220 | 0.50 | 2,828 | 13.44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,149 | 46 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 23,721 | 3.35 | 955 | 16.75 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 24,008 | 0.82 | 967 | 13.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 645,170 | 2.71 | 25,981 | 15.95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171,962 | 2.00 | 6,925 | 15.15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 206,366 | 1.25 | 8,310 | 14.31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5,938 | 212 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,723 | 69 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55,025 | 4.72 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,905 | 42.61 | 117 | 61.11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,227 | 210 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,065 | 11.84 | 244 | 26.42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 720 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,925 | 98.03 | 239 | 122.43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 24,588 | 32.50 | 990 | 49.77 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,890 | 18.48 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,001 | 41.02 | 121 | 57.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 426 | 17 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113,752 | 27.55 | 4,581 | 43.98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11,351 | 0.71 | 457 | 13.68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171,107 | 1.67 | 6,890 | 14.78 |
