Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund meliputi Sentinel Wealth Management, Inc., Forefront Analytics, LLC, Main Street Financial Solutions, LLC, World Equity Group, Inc., Detalus Advisors, LLC, KPP Advisory Services LLC, ENDW - Cambria Endowment Style ETF, TCTC Holdings, LLC, dan Creekmur Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194,450 | 36.32 | 6,705 | 52.26 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 91,809 | 0.06 | 3,167 | 15.80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 99,757 | 45.71 | 3,440 | 64.62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,046 | 6,521.74 | 105 | 10,400.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 297,337 | 4.70 | 10,252 | 16.95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 182,980 | 8.26 | 6,309 | 20.93 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33,333 | 6.07 | 1,149 | 18.45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 77,764 | 2.22 | 2,674 | 13.50 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 486,194 | 52.44 | 16,764 | 70.27 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 6,031 | 208 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 142 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49,464 | 0.62 | 1,706 | 12.39 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 100,449 | 3 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 420,326 | 17.64 | 14,493 | 31.40 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 281 | 11.95 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 84,220 | 0.90 | 2,939 | 14.09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2,551 | 0.43 | 88 | 11.54 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 6,740 | 232 | ||||||
| 2025-08-08 | 13F | Croban | 30,077 | 5.02 | 1,037 | 17.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,083 | 37 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17,895 | 12.70 | 617 | 25.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,865 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,850 | 45.90 | 64 | 61.54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28,172 | 1.77 | 1 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 100,150 | 3.63 | 3,453 | 15.76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 591 | 20 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,386 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,219 | 0.41 | 42 | 13.51 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13,376 | 0.28 | 461 | 5.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178,346 | 0.57 | 6 | 20.00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 74,634 | 604.89 | 2,573 | 689.26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46,265 | 14.94 | 1,595 | 28.42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 133,991 | 1.11 | 4,136 | 2.40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 200,056 | 1.37 | 6,898 | 13.21 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 980,944 | 0.36 | 33,823 | 12.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 396 | 204.62 | 14 | 333.33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,840 | 236 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 143,252 | 6.15 | 4,975 | 19.13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 45,901 | 4.30 | 1,583 | 16.49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39,713 | 9.30 | 1,369 | 22.12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14,854 | 59.94 | 512 | 79.02 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16,397 | 1.80 | 565 | 13.68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 149,225 | 2.22 | 5,145 | 14.18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,505 | 15.93 | 259 | 29.65 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,346 | 1.27 | 115 | 13.86 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 582,183 | 6.96 | 20,074 | 19.47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61,603 | 14.21 | 2,124 | 27.57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138,890 | 1.30 | 4,789 | 13.14 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,749 | 750 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 21,200 | 24.84 | 731 | 39.31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73,084 | 0.57 | 2,520 | 12.30 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 312,094 | 3.68 | 10,761 | 15.81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120,509 | 2.31 | 4,155 | 14.31 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26,969 | 7.07 | 930 | 19.56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 | 1 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,429 | 46 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 179,509 | 2.90 | 6,189 | 14.93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,097,871 | 1.29 | 72,335 | 13.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 229,700 | 4.77 | 7,918 | 16.99 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 35,668 | 1.62 | 1,230 | 13.48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 428 | 15 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 56,683 | 11.97 | 1,954 | 25.10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,851 | 11.53 | 305 | 25.00 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 186,738 | 3.33 | 6,439 | 15.42 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | 466.67 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,354,992 | 39.53 | 115,680 | 55.85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,430 | 43.69 | 153 | 60.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 60,997 | 631.82 | 2,103 | 717.90 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 30,077 | 1,037 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 26,270 | 8.45 | 906 | 21.15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10,680 | 62.98 | 368 | 82.18 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 47,901 | 2.48 | 1,652 | 14.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823,435 | 140.19 | 28,402 | 168.14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14,831 | 0.05 | 511 | 11.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,920 | 27.89 | 308 | 42.79 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19,835 | 684 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286,169 | 12.85 | 9,867 | 26.05 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 466,508 | 50.79 | 16,085 | 68.43 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 119,729 | 17.06 | 4,128 | 30.76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,679 | 0.78 | 161 | 12.59 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 133,599 | 0.80 | 4,606 | 12.59 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5,844 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | -36.21 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 167,071 | 7.57 | 5,761 | 20.15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13,742 | 1.49 | 474 | 13.43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 488 | 0.83 | 17 | 14.29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7,215 | 1.19 | 249 | 12.73 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12,813 | 0.50 | 442 | 12.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,526,904 | 3.53 | 52,648 | 15.64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,229,915 | 72.58 | 42,407 | 92.77 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 25,183 | 0.74 | 868 | 12.58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,551 | 1.56 | 157 | 13.04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 20,711 | 1.94 | 714 | 13.88 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 64,947 | 479.47 | 2,239 | 548.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 59,990 | 39.76 | 2,068 | 56.08 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 570,881 | 0.42 | 19,684 | 12.15 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 237,664 | 5.98 | 8,195 | 18.38 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 16,349 | 2.50 | 564 | 14.43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 5,189 | 5.06 | 179 | 17.11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 151,317 | 14.33 | 5,217 | 27.71 |
