Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree International Equity Fund comprennent Kestra Private Wealth Services, Llc, 4wealth Advisors, Inc., Duncan Williams Asset Management, LLC, Pathstone Holdings, LLC, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, et Lowe Brockenbrough & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84 593 | 1,28 | 5 377 | 10,69 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3 444 | 219 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 48 563 | 2,85 | 3 087 | 12,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26 598 | 0,01 | 1 691 | 9,31 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 66 324 | 4,53 | 4 216 | 14,26 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 22 441 | 1,90 | 1 426 | 11,41 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26 652 | 1,51 | 1 694 | 11,01 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 4 470 | 1,75 | 284 | 11,37 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 063 | 1,38 | 131 | 11,02 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 53 044 | 1,09 | 3 371 | 10,49 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3 274 | 208 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 395 | 1,80 | 25 | 13,64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53 345 | 219,14 | 3 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 168 | 10,60 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326 088 | 1,11 | 20 726 | 10,51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 6 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 742 | 238 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 342 | 0,05 | 1 547 | 8,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 312 | 4,78 | 1 355 | 14,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 526 732 | 4,16 | 33 479 | 13,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 428 | 140,45 | 27 | 170,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 406 | 0,80 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 250 | 270 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12 567 | 10,45 | 799 | 20,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367 152 | 0,51 | 23 336 | 9,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 117 768 | 12,08 | 7 485 | 22,50 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 642 | 1,00 | 740 | 10,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 139 | 3,14 | 772 | 12,72 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 6 166 | 1,73 | 392 | 11,08 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 16 383 | 0,22 | 1 041 | 9,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30 354 | 0,85 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 508 | 32 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 180 | 143 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 918 | 38,23 | 2 982 | 51,14 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 5 654 | 14,20 | 359 | 25,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 746 | 5,49 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 793 | 50 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5 965 | 0,15 | 379 | 9,54 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 225 | 205 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 17 313 | 1 100 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63 652 | 30,32 | 4 046 | 42,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 56 137 | 4,63 | 3 265 | 15,46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 531 | 1,21 | 0 |
