Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree International High Dividend Fund comprennent Stonebridge Wealth Management, LLC, Thrivent Financial For Lutherans, Goldstone Financial Group, LLC, ShoreHaven Wealth Partners, LLC, Great Diamond Partners, LLC, Priebe Wealth Holdings LLC, BCS Private Wealth Management, Inc., Wiley Bros.-aintree Capital, Llc, KFA Private Wealth Group, LLC, Prosperity Wealth Management, Inc., Wealth Enhancement Advisory Services, Llc, Anb Bank, Valued Retirements, Inc., Hartland & Co., LLC, ORG Partners LLC, Sound Income Strategies, LLC, Ameritas Advisory Services, LLC, AlphaCore Capital LLC, et UMA Financial Services, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 160 243 | 2,07 | 7 425 | 11,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 382 | 0,26 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 76 542 | 5,13 | 3 546 | 14,72 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 32 334 | 37,08 | 1 498 | 49,65 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 190 | 2,15 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 84 861 | 5,17 | 3 932 | 14,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 557 | 212 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 103 028 | 1,96 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 43 741 | 1,36 | 2 027 | 10,59 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 28 594 | 1 325 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28 297 | 5 341,73 | 1 311 | 5 859,09 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 19 743 | 12,93 | 915 | 23,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 087 | 50 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 300 | 292 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 60 530 | 2 822 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 565 | 88,19 | 119 | 107,02 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 24 769 | 24,88 | 1 148 | 36,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 65 981 | 3,14 | 3 057 | 12,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 255 | 25,50 | 58 | 56,76 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 96 375 | 1,74 | 4 465 | 11,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742 510 | 0,20 | 34 403 | 9,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 831 | 69,60 | 1 845 | 85,06 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4 350 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 940 | 3 522,84 | 970 | 3 941,67 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 27 321 | 40,64 | 1 266 | 53,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 575 | 73 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 76 863 | 4,08 | 3 561 | 13,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 341 038 | 47,36 | 15 802 | 60,81 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 436 | 1,40 | 20 | 11,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23 339 | 42,19 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 444 | 29,44 | 1 406 | 40,08 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 8 813 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 205 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 004 | 0,66 | 232 | 9,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 799 762 | 33,27 | 37 056 | 45,43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 355 | 8,30 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 127 | 8,47 | 99 | 18,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 93 944 | 12,87 | 4 353 | 23,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 990 | 324 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 69 682 | 3 229 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 36 426 | 7,76 | 1 688 | 17,56 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 170 | 8 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 909 | 59,16 | 505 | 73,54 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 657 | 28 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 855 | 781 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26 408 | 22,22 | 1 224 | 33,37 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9 700 | 449 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 89 021 | 627,59 | 4 125 | 694,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161 235 | 0,01 | 7 471 | 9,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 000 | 93 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 250 | 104 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 325 | 15 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 148 134 | 6 864 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5 791 | 268 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 21 510 | 997 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 37 692 | 33,82 | 1 746 | 45,99 | ||||
| 2025-08-11 | 13F | Anb Bank | 4 419 | 205 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 142 711 | 7 |
