Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree U.S. SmallCap Fund comprennent FFOX - FundX Future Fund Opportunities ETF, Hartland & Co., LLC, et Exchange Traded Concepts, Llc .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Capital Management Corp /va | 5 427 | 3,37 | 277 | 7,81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 118 | 81,54 | 6 | 100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 535 | 0,19 | 27 | 3,85 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 47 387 | 8,51 | 2 415 | 13,23 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 277 857 | 3,67 | 14 160 | 8,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 566,67 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 478 | 28,19 | 738 | 33,76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 10 080 | 0,24 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 24 222 | 0,04 | 1 234 | 4,40 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 144 551 | 7 366 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 200 | 61 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9 443 | 9,80 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 769 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 113 183 | 3,72 | 5 768 | 8,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 427 | 8,17 | 1 041 | 12,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 330 | 0,26 | 394 | 13,26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17 957 | 3,61 | 916 | 8,03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 12 836 | 0,10 | 654 | 4,47 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 15,96 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 125 | 2,26 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6 412 | 22,23 | 327 | 27,34 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 507 | 0,35 | 841 | 4,73 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 199 | 3,12 | 418 | 7,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 144 | 12,27 | 58 | 18,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46 487 | 6,99 | 2 369 | 11,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 510 962 | 7,63 | 26 039 | 12,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 795 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26 177 | 0,42 | 1 334 | 4,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 417 | 125,10 | 174 | 135,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 777 | 432,19 | 40 | 457,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 839 | 9,14 | 94 | 13,41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 158 | 57,39 | 365 | 63,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39 702 | 18,29 | 2 023 | 23,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 005 | 44,22 | 2 447 | 50,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 407 | 6,37 | 276 | 10,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 502 | 1,22 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 214 542 | 4 996,01 | 4 | -98,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 555 | 0,00 | 1 761 | 4,14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40 118 | 4,60 | 2 044 | 9,13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 078 | 55 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10 334 | 11,43 | 527 | 16,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 970 | 508 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 168 | 9 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64 768 | 5,03 | 3 301 | 9,60 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18 197 | 0,12 | 927 | 4,51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 638 | 16,00 | 33 | 28,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 375 | 0,02 | 580 | 4,32 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 8 079 | 0,90 | 412 | 5,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 821 | 22,90 | 42 | 28,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 751 | 38 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 124 571 | 73,19 | 6 348 | 80,75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 712 | 11,17 | 189 | 15,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 957 | 1,78 | 762 | 6,28 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7 803 | 0,01 | 398 | 4,20 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 38 586 | 17,54 | 1 993 | 24,03 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 669 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 908 | 0,03 | 301 | 4,51 |
