Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. High Dividend Fund eröffnet haben, gehören Value Investment Professionals, LLC, Avidian Wealth Solutions, LLC, Dickmeyer Boyce Financial Management, Inc., Hershey Financial Advisers, LLC, Gateway Wealth Partners, LLC, Compass Capital Management, Inc, Richardson Capital Management LLC, Wealthspire Advisors, LLC, PMG Wealth Management, Inc., CV Advisors LLC, Signature Estate & Investment Advisors Llc, Cassaday & Co Wealth Management LLC, Torren Management, LLC, Beacon Investment Advisory Services, Inc., CX Institutional, Park National Corp /oh/, Silver Grove Financial Group, Inc., und GHP Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 10.950 | 23,05 | 1.196 | 31,90 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 14.468 | 0,89 | 1.580 | 8,22 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 6.317 | 3,86 | 690 | 11,31 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.025 | 81,45 | 221 | 95,58 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 266.622 | 13.422 | ||||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 5.036 | 7,33 | 550 | 15,30 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.097 | 120 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 10.197 | 1.114 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 259 | 28 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8.948 | 0,06 | 977 | 7,36 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 5.032 | 1,68 | 550 | 9,15 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 3.000 | 328 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 13.790 | 1.506 | 7.826,32 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 510 | 18,33 | 56 | 27,91 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 3.634 | 100,00 | 395 | 114,67 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 2.504 | 0,68 | 273 | 7,91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 24.015 | 0,46 | 2.623 | 7,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 402.554 | 0,63 | 43.967 | 7,95 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 2.500 | 25,00 | 273 | 34,48 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7.782 | 850 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 392 | 0,26 | 43 | 7,69 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2.352 | 0,30 | 257 | 7,56 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 0 | ||||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 158.245 | 1,07 | 17.283 | 8,42 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 16.069 | 0,27 | 1.755 | 7,60 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2.543 | 278 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 13.368 | 2,99 | 1.384 | 6,55 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.075 | 0,37 | 117 | 7,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.355 | 0,07 | 148 | 7,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 194 | 12,14 | 21 | 23,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 23.532 | 25,42 | 2.570 | 34,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 110.020 | 10,26 | 12.016 | 18,28 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1.936 | 211 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 15.802 | 4,72 | 1.726 | 12,30 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 457.448 | 3,28 | 49.963 | 10,78 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 12.673 | 1.384 | ||||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 3.311 | 0,67 | 362 | 8,08 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 858 | 94 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.146 | 453 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 840 | 0,12 | 92 | 7,06 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 31.409 | 3.430 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 231 | 25 | ||||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3.416 | 8,24 | 373 | 16,20 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2.000 | 218 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4.958 | 9,01 | 542 | 16,85 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 594 | 26,38 | 65 | 36,17 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.941 | 540 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.877 | 205 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 62.517 | 18,25 | 6.767 | 25,69 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31.929 | 9,77 | 3.487 | 17,76 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 1.900 | 208 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 49.709 | 5,24 | 5.061 | 6,35 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.871 | 3,14 | 423 | 10,47 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 383 | 0,52 | 42 | 7,89 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 2.859 | 0,42 | 312 | 7,96 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.141 | 8,31 | 343 | 16,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 90.125 | 0,13 | 9.843 | 7,41 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 83 | 9 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 103.732 | 4,15 | 11.330 | 11,71 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 412.451 | 2,56 | 45.048 | 10,01 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.900 | 618,18 | 863 | 669,64 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 44.329 | 3,93 | 4.842 | 11,49 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6.957 | 0,01 | 760 | 7,20 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 83.594 | 12,13 | 9.131 | 20,27 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3.835 | 6,12 | 419 | 13,90 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 14.671 | 17,35 | 1.602 | 25,94 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7.510 | 1,29 | 820 | 8,75 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.139 | 104,09 | 670 | 118,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 64.065 | 1.559,29 | 6.997 | 1.680,41 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2.790 | 15,24 | 284 | 16,87 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 75.972 | 8.298 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 225.135 | 93,14 | 24.589 | 107,19 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.888 | 5,48 | 315 | 13,31 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 37.086 | 6,28 | 3.992 | 12,36 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 5.383 | 76,67 | 588 | 89,35 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.820 | 417 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.286 | 250 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 6.980 | 132,67 | 762 | 149,84 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 66.825 | 4,13 | 7.298 | 11,69 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 182 | 20 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.496 | 2,30 | 273 | 9,68 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 38.310 | 4,29 | 4 | 33,33 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 3.834 | 0,63 | 419 | 8,01 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 57.235 | 8,05 | 6.251 | 15,91 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.368 | 149 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 525 | 57 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 145 | 16 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.946 | 1,23 | 540 | 8,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 117.261 | 0,79 | 12.807 | 8,12 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 491.799 | 53,96 | 53.714 | 65,15 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.519 | 39,70 | 384 | 50,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12.598 | 2,92 | 1.376 | 10,43 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 20.699 | 11,18 | 2.261 | 19,26 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 1.950 | 213 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 2.346 | 15,40 | 256 | 23,67 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7.627 | 0,09 | 1 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 78.542 | 809,16 | 79 | -91,13 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 8.545 | 3,58 | 933 | 11,07 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 3.572 | 0,59 | 390 | 8,03 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 861.983 | 0,33 | 94.146 | 108.112,64 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 26.209 | 1.092,94 | 2.902 | 1.201,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 456 | 50 | ||||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 15.264 | 2,37 | 1.667 | 9,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.956 | 5,16 | 301 | 4,90 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.875 | 205 |
