Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree International LargeCap Dividend Fund meliputi Integrated Wealth Concepts LLC, Wealth Enhancement Advisory Services, Llc, dan Private Trust Co Na .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,981 | 714 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-29 | NP | DTH - WisdomTree International High Dividend Fund N/A | 734 | 73,300.00 | 44 | |||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 93,271 | 7.74 | 5,556 | 16.53 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,084 | 364 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 2,257 | 134 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 364,450 | 1.21 | 21,709 | 9.48 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,000 | 1.68 | 238 | 10.19 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 6,030 | 39.39 | 353 | 48.32 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 187,174 | 0.35 | 11,149 | 8.55 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 112,611 | 1,868.38 | 7 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 31,004 | 19.88 | 1,847 | 29.63 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33,615 | 3.56 | 2,002 | 12.03 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,189 | 1.75 | 547 | 10.06 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 237 | 10.75 | 14 | 27.27 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2,486 | 227.97 | 148 | 260.98 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,058 | 58.84 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,275 | 81.83 | 433 | 96.82 | ||||
2025-08-14 | 13F | Colony Group, LLC | 8,158 | 0.53 | 486 | 8.74 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 6,283 | 1.11 | 374 | 9.36 | ||||
2025-08-15 | 13F | Morgan Stanley | 871,572 | 25.79 | 51,917 | 36.06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 304 | 20.63 | 18 | 50.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,742 | 28.77 | 341 | 38.62 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 13,481 | 5.51 | 803 | 14.22 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 107,281 | 96.13 | 6,390 | 112.15 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 217,743 | 0.73 | 12,970 | 8.95 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 23,518 | 84.44 | 1,401 | 99.43 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 8,591 | 10.51 | 512 | 19.39 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 61,990 | 3,693 | ||||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 121,448 | 2.74 | 7,234 | 11.14 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 11,596 | 0.44 | 691 | 8.66 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4,856 | 1.04 | 289 | 9.47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 199,912 | 8.22 | 11,908 | 17.07 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,600 | 1,409.43 | 95 | 1,800.00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 120,462 | 4.52 | 7,176 | 13.06 | ||||
2025-08-05 | 13F | Huntington National Bank | 48,323 | 11.03 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 321,079 | 5.56 | 19,126 | 14.18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,056 | 66.63 | 3,160 | 80.26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 97,600 | 368.87 | 5,814 | 407.24 | ||||
2025-07-29 | 13F | Private Trust Co Na | 377 | 22 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 66,055 | 4.30 | 4 | 0.00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 77 | 1.32 | 5 | 0.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 59,985 | 63.42 | 3,573 | 76.79 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 15,290 | 911 | ||||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 84,181 | 2.93 | 5,014 | 11.35 | ||||
2025-08-13 | 13F | M&t Bank Corp | 158,682 | 5.21 | 9,452 | 13.80 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,042 | 300 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,396 | 1.65 | 143 | 10.08 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 330,290 | 21.96 | 19,675 | 31.91 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5,421 | 7.33 | 323 | 15.83 | ||||
2025-07-25 | 13F | Cwm, Llc | 33,323 | 0.78 | 2 | 0.00 |