Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam WisdomTree Trust - WisdomTree U.S. SmallCap Fund termasuk FFOX - FundX Future Fund Opportunities ETF, Hartland & Co., LLC, dan Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Capital Management Corp /va | 5,427 | 3.37 | 277 | 7.81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 118 | 81.54 | 6 | 100.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 535 | 0.19 | 27 | 3.85 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 47,387 | 8.51 | 2,415 | 13.23 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 277,857 | 3.67 | 14,160 | 8.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 566.67 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,478 | 28.19 | 738 | 33.76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 10,080 | 0.24 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 24,222 | 0.04 | 1,234 | 4.40 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 144,551 | 7,366 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,200 | 61 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9,443 | 9.80 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,769 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 113,183 | 3.72 | 5,768 | 8.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20,427 | 8.17 | 1,041 | 12.80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,330 | 0.26 | 394 | 13.26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17,957 | 3.61 | 916 | 8.03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 12,836 | 0.10 | 654 | 4.47 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 15.96 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,125 | 2.26 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6,412 | 22.23 | 327 | 27.34 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16,507 | 0.35 | 841 | 4.73 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,199 | 3.12 | 418 | 7.47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,144 | 12.27 | 58 | 18.37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46,487 | 6.99 | 2,369 | 11.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 510,962 | 7.63 | 26,039 | 12.31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,795 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26,177 | 0.42 | 1,334 | 4.79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,417 | 125.10 | 174 | 135.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 777 | 432.19 | 40 | 457.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,839 | 9.14 | 94 | 13.41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,158 | 57.39 | 365 | 63.96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39,702 | 18.29 | 2,023 | 23.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48,005 | 44.22 | 2,447 | 50.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,407 | 6.37 | 276 | 10.89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,502 | 1.22 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 214,542 | 4,996.01 | 4 | -98.05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,555 | 0.00 | 1,761 | 4.14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40,118 | 4.60 | 2,044 | 9.13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,078 | 55 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10,334 | 11.43 | 527 | 16.37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,970 | 508 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 168 | 9 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64,768 | 5.03 | 3,301 | 9.60 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18,197 | 0.12 | 927 | 4.51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 638 | 16.00 | 33 | 28.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11,375 | 0.02 | 580 | 4.32 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 8,079 | 0.90 | 412 | 5.12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 821 | 22.90 | 42 | 28.13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 751 | 38 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 124,571 | 73.19 | 6,348 | 80.75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,712 | 11.17 | 189 | 15.95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14,957 | 1.78 | 762 | 6.28 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7,803 | 0.01 | 398 | 4.20 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 38,586 | 17.54 | 1,993 | 24.03 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 669 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,908 | 0.03 | 301 | 4.51 |
