Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Global High Dividend Fund meliputi Stonebridge Wealth Management, LLC, Global Retirement Partners, LLC, IFG Advisory, LLC, dan Ubs Asset Management Americas Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Global Retirement Partners, LLC | 11,414 | 652 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1,637 | 0.43 | 93 | 2.20 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,557 | 10.82 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 75,688 | 2.20 | 4,323 | 4.02 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1,103 | 63 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 70,951 | 1.55 | 4,052 | 3.37 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 80 | 5 | ||||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 218,905 | 0.88 | 12,502 | 2.68 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 31,957 | 1.77 | 1,825 | 3.58 | ||||
2025-08-05 | 13F | Huntington National Bank | 45 | |||||||
2025-08-04 | 13F | IFG Advisory, LLC | 4,092 | 234 | ||||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 93,400 | 5,334 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 142 | 8 | ||||||
2025-08-14 | 13F | Fmr Llc | 858 | 23.99 | 49 | 26.32 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6,622 | 0.03 | 377 | 1.90 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,527 | 5.73 | 144 | 7.46 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,958 | 1.51 | 226 | 4.15 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 29,751 | 27.88 | 2 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |