Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund meliputi FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Evolution Wealth Management Inc., Gladstone Institutional Advisory LLC, Breakwater Capital Group, Gts Securities Llc, Cidel Asset Management Inc, Insigneo Advisory Services, Llc, Westside Investment Management, Inc., Bulwark Capital Corp, Assetmark, Inc, dan AlphaCore Capital LLC .
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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 22,710 | 4.59 | 900 | 16.28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 120,315 | 15.09 | 4,769 | 27.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 569,045 | 0.97 | 22,557 | 12.17 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15,009 | 1.65 | 595 | 12.93 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1,054,316 | 1.34 | 41,793 | 12.59 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 54,233 | 76.16 | 2,150 | 95.72 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 57,236 | 1.46 | 2,269 | 12.72 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5,862 | 232 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,331 | 0 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 101,507 | 4,024 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,049 | 0.67 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 75,947 | 1.49 | 3,011 | 12.73 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 12,552 | 1.06 | 494 | 11.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 500,177 | 5.09 | 19,827 | 16.76 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 149,617 | 0.73 | 5,931 | 11.91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,912 | 0.06 | 195 | 10.86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,872 | 233 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5,433 | 215 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 101,507 | 4,024 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 173,123 | 3.78 | 6,863 | 15.29 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9,153 | 6.72 | 363 | 18.30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8,460 | 335 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 24,138 | 6.96 | 957 | 18.76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,158 | 323 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 8,368 | 332 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50,333 | 16.66 | 1,995 | 29.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97,804 | 95.31 | 3,877 | 117.02 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6,280 | 4.96 | 249 | 16.43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,485 | 178 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 294,025 | 0.05 | 12 | 10.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 245 | 26.94 | 10 | 50.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 12,046 | 63.11 | 478 | 81.37 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151,478 | 98.85 | 6,005 | 120.90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,111 | 1,471 | ||||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 5,342 | 212 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 794 | 31 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 941,688 | 2.77 | 37,329 | 14.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 94,114 | 2,108.73 | 3,731 | 2,353.95 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 208 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,862 | 0.63 | 113 | 11.88 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5,877 | 233 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,260 | 90 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 9,035 | 31.63 | 358 | 46.72 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6,350 | 0 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92,850 | 17.83 | 3,681 | 30.91 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 71,150 | 151.28 | 2,820 | 179.21 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4,391 | 173 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,211 | 108.85 | 1,118 | 132.43 | ||||
| 2025-08-08 | 13F | Creative Planning | 31,139 | 284.05 | 1,234 | 326.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 150,437 | 15.49 | 5,963 | 28.32 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 219,574 | 12.42 | 8,704 | 24.88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43,262 | 33.40 | 1,715 | 48.14 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,023 | 20.71 | 278 | 34.30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 309 | 1.64 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,135 | 2.85 | 283 | 14.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 63,610 | 33.43 | 2,522 | 48.29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,330 | 28.36 | 449 | 42.99 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,309 | 27.64 | 92 | 42.19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 4 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 529,967 | 4.12 | 21,008 | 15.68 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1,233 | 49 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 425,956 | 3.47 | 16,885 | 14.94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 161,947 | 12.07 | 6,420 | 24.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,882 | 2.09 | 511 | 13.33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 215,621 | 60.16 | 8,547 | 77.95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10,589 | 17.90 | 420 | 30.94 |
