Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund eröffnet haben, gehören Empowered Funds, LLC, TRB Wealth Management, LLC, Wright Fund Managment, LLC, Aqr Capital Management Llc, NorthCrest Asset Manangement, LLC, Phillip James Consulting Co., PlanVest Financial, Inc, Passive Capital Management, LLC., Private Wealth Asset Management, LLC, Peterson Wealth Management, Hickory Point Bank & Trust, Vanguard National Trust Co, Philadelphia Investment Partners, LLC, Piscataqua Savings Bank, Hurley Capital, LLC, POM Investment Strategies, LLC, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Blueline Advisors Llc | 117.890 | 7,64 | 7.085 | 13,02 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 517.055 | 1,19 | 31.075 | 6,24 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14.862 | 2,43 | 1 | |||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 20.137 | 3,70 | 1.210 | 8,91 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.481 | 21,01 | 269 | 27,49 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20.126 | 1,22 | 1.210 | 6,24 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 445.149 | 0,15 | 26.753 | 5,16 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.105 | 0,14 | 127 | 5,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 474 | 0,21 | 28 | 3,70 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31.360 | 1,28 | 1.885 | 6,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 65.862 | 2,07 | 3.958 | 7,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.147 | 360,64 | 69 | 385,71 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.556 | 0,11 | 0 | |||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 9.652 | 674 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4.177 | 0,12 | 270 | 9,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 430.764 | 7,61 | 25.887 | 12,98 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11.513 | 11,40 | 692 | 8,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 321.354 | 4,92 | 19.313 | 10,16 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.052 | 0,40 | 364 | 5,22 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 58.038 | 3,40 | 3.488 | 8,59 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 557 | 33 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 15.343 | 0,19 | 922 | 5,25 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 144.086 | 5,08 | 8.660 | 10,33 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3.545 | 0,34 | 213 | 5,45 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 31.685 | 74,99 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 25.433 | 1.520 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.382 | 203 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.958 | 358 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 46.337 | 10,66 | 2.785 | 16,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 104.359 | 6.272 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 304.500 | 5,05 | 18.301 | 10,30 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 84.416 | 5.073 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.282.527 | 10,18 | 77.080 | 15,68 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 4.265 | 15,71 | 256 | 21,90 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.040 | 123 | ||||||
| 2026-05-15 | 13F | Peterson Wealth Management | 1.544 | 93 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 94.023 | 1,37 | 5.651 | 6,42 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 122.314 | 113,02 | 7.351 | 123,71 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.366 | 8,93 | 80 | 11,27 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 69 | 213,64 | 4 | 300,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 965 | 3,99 | 58 | 9,43 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 16.760 | 14,01 | 911 | 8,20 | ||||
| 2026-05-05 | 13F | UBS Group AG | 116.627 | 11,53 | 7.009 | 17,11 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 10.300 | 2,33 | 619 | 7,47 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9.285 | 7.573,55 | 558 | 9.200,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 13.902 | 836 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 35.928 | 3,24 | 2.159 | 8,38 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 28.497 | 1.713 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.135 | 6.993,75 | 68 | |||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 28.360 | 18,15 | 1.704 | 15,14 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 35.474 | 3,95 | 2.132 | 9,11 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 561 | 16,15 | 34 | 17,86 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8.650 | 1,76 | 520 | 6,79 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 34.494 | 3,28 | 2.073 | 8,48 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 104.164 | 3,70 | 4.928 | 6,74 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 600 | 36 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 92 | 1,10 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6.047 | 0,60 | 363 | 5,52 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 22.629 | 4,65 | 1.360 | 9,94 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 40.339 | 1,74 | 2.309 | 2,03 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 365.698 | 168,20 | 21.979 | 181,70 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 42.990 | 2,69 | 2.584 | 7,80 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 21 | 1 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 6.289 | 2,56 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 556.169 | 6,23 | 33.426 | 11,53 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.707 | 0,32 | 283 | 5,22 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 533 | 32 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.734 | 11,26 | 645 | 16,85 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 378.528 | 4,39 | 22.750 | 9,61 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 183 | 0,55 | 11 | 0,00 | ||||
| 2026-04-13 | 13F | Leibman Financial Services, Inc. | 67.567 | 2,59 | 4.061 | 7,72 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 260.365 | 4,20 | 16 | 7,14 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 164.465 | 6,49 | 9.884 | 11,81 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.151 | 2,13 | 550 | 7,23 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 66.956 | 17,82 | 4.024 | 23,70 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 13.368 | 5,88 | 803 | 11,22 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.180 | 0,05 | 131 | 5,65 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 14.706 | 0,14 | 884 | 5,12 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 7.771 | 15,11 | 467 | 20,98 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 34.979 | 8,15 | 2.102 | 13,56 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 233.815 | 1.128,34 | 14.052 | 1.190,36 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 16.050 | 5,47 | 965 | 10,68 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 328 | 20 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 155 | 44,86 | 9 | 50,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 4.639 | 22,50 | 273 | 25,93 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 79 | 5 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 12.888 | 10,66 | 775 | 16,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.955 | 29,38 | 118 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.049 | 0,29 | 63 | 6,78 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 145.956 | 1,50 | 8.772 | 6,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 622 | 568,82 | 37 | 640,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13.752 | 6,14 | 827 | 11,47 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 9.038 | 0,42 | 543 | 5,44 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 608.600 | 5,41 | 36.577 | 10,89 | ||||
| 2026-04-24 | 13F | Triasima Portfolio Management inc. | 5.970 | 50,38 | 359 | 57,71 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 94.516 | 1,86 | 5.680 | 6,95 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 7.955 | 478 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 40.318 | 471,64 | 2.423 | 501,24 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 2 | 100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 121.747 | 15,47 | 7 | 16,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 440.521 | 6,24 | 26.475 | 11,55 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 64.781 | 68,92 | 3.893 | 77,36 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 248.932 | 1,89 | 14.961 | 6,98 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 33 | 2 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 3.361 | 202 | ||||||
| 2026-05-15 | 13F | Vista Investment Management | 37.045 | 2,58 | 2.226 | 7,69 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 16.228 | 30,33 | 1 | |||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 34.128 | 2.051 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.138 | 0,09 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 47.584 | 0,12 | 2.860 | 5,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 327.260 | 4.944,86 | 18.732 | 4.962,70 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 127 | 8 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7.028 | 1,17 | 422 | 6,30 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 188 | 150,67 | 11 | 175,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.159 | 44,88 | 70 | 53,33 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 44.414 | 4,86 | 2.669 | 10,11 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 50.001 | 0,68 | 3.005 | 5,74 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 9.304 | 7,85 | 559 | 13,39 | ||||
| 2026-04-10 | 13F | Novem Group | 5.694 | 29,20 | 342 | 35,71 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 4.153 | 0,02 | 250 | 5,06 |
