DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund - Institutionelles Eigentümerschaft, Käufer

WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
US ˙ ARCA ˙ US97717W3079

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund eröffnet haben, gehören Stenger Family Office, LLC, Dickmeyer Boyce Financial Management, Inc., GSG Advisors LLC, Savvy Advisors, Inc., Compass Capital Management, Inc, Fisher Asset Management, LLC, Oak Barrel Wealth Advisory LLC, Orographic Financial Advisors, LLC, Avidian Wealth Solutions, LLC, Impact Capital Partners LLC, CIBC Bancorp USA Inc., Evergreen Wealth Solutions, LLC, Savant Capital, LLC, Lvm Capital Management Ltd/mi, Tfo-tdc, Llc, Foster & Motley Inc, Abound Wealth Management, GEM Asset Management, LLC, COFG Advisors, LLC, und Philadelphia Trust Co .

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
(%)
2026-05-05 13F Frazier Financial Advisors, LLC 6.255 0,39 559 1,82
2026-05-06 13F TopTier Wealth Management, LLC 105.737 6,00 9.445 7,51
2026-05-13 13F Principal Securities, Inc. 9.436 1,94 843 3,31
2026-04-07 13F CoreCap Advisors, LLC 26.936 5,35 2.406 6,84
2026-04-21 13F Mesirow Financial Investment Management, Inc. 9.421 0,20 842 1,57
2026-05-04 13F Geneos Wealth Management Inc. 58.720 1,80 5.245 3,25
2026-05-13 13F Owl Creek Wealth Partners LLC 190 17
2026-04-22 13F Vicus Capital 3.005 5,48 268 7,20
2026-05-15 13F Glen Eagle Advisors, LLC 7.581 0,15 677 1,65
2026-05-21 13F Compass Capital Management, Inc 8.360 747
2026-05-05 13F HighTower Advisors, LLC 194.476 4,87 17.372 6,35
2026-04-13 13F Amplius Wealth Advisors, LLC 21.019 3,99 1.878 5,45
2026-04-29 13F IAG Wealth Partners, LLC 399.184 2,21 35.659 3,66
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 1.700 152
2026-04-20 13F Centennial Wealth Advisory LLC 62.274 118,68 5.563 121,77
2026-04-17 13F Monticello Wealth Management, Llc 62.528 0,02 5.586 1,43
2026-04-23 13F J.w. Cole Advisors, Inc. 18.828 3,09 1.682 313,02
2026-05-11 13F Aptus Capital Advisors, LLC 4.846 2,11 433 3,35
2026-05-19 13F Orographic Financial Advisors, LLC 6.145 1
2026-04-02 13F Lvm Capital Management Ltd/mi 2.874 0
2026-04-29 13F Kaydan Wealth Management, Inc. 8.529 0,32 762 1,74
2026-05-15 13F Huntington National Bank 25
2026-05-08 13F Vanguard National Trust Co 1.721 154
2026-05-14 13F PlanVest Financial, Inc 266 24
2026-04-29 13F WealthPlan Investment Management, LLC 15.092 102,17 1.348 105,18
2026-05-13 13F/A Jpmorgan Chase & Co 187.412 0,65 16.421 0,13
2026-05-11 13F Great Valley Advisor Group, Inc. 1.346.277 4,38 120.262 5,86
2026-05-07 13F Fox Financial, Inc 313.429 0,66 27.999 2,09
2026-04-24 13F Key FInancial Inc 95.537 0,96 8.534 2,40
2026-04-27 13F PFG Investments, LLC 9.247 1,00 826 2,48
2026-05-15 13F Qube Research & Technologies Ltd 27.757 1.778,01 2.480 1.806,92
2026-05-13 13F Ubs Asset Management Americas Inc 8.332 1.185,80 744 1.205,26
2026-04-13 13F Mlp3, Llc 3.023 0,40 270 1,89
2026-04-27 13F Koshinski Asset Management, Inc. 59.786 0,42 5.341 1,85
2026-04-14 13F Nova Wealth Management, Inc. 2.666 0,34 238 1,71
2026-05-08 13F Coldstream Capital Management Inc 31.359 4,52 2.801 6,02
2026-05-15 13F IHT Wealth Management, LLC 7.697 0,42 688 1,78
2026-05-13 13F Cetera Investment Advisers 1.006.997 5,87 89.955 7,38
2026-04-15 13F Fifth Third Securities, Inc. 8.239 2,23 736 3,67
2026-05-08 13F Blair William & Co/il 131.267 11,05 11.726 12,63
2026-05-15 13F Integrated Wealth Concepts LLC 11.499 310,39 1.027 317,48
2026-04-20 13F Kestra Private Wealth Services, Llc 66.202 0,76 5.914 2,18
2026-04-29 13F Cary Street Partners Financial Llc 2.628 0,38 235 1,74
2026-04-08 13F Inspirion Wealth Advisors, Llc 20.172 0,41 1.802 1,87
2026-04-24 13F Heritage Oak Wealth Advisors Llc 6.075 13,34 543 14,83
2026-05-01 13F Fifth Third Bancorp 53.126 4.746
2026-05-05 13F Sanctuary Advisors, LLC 209.764 3,38 18.738 4,85
2026-05-15 13F Advisor Group Holdings, Inc. 511.879 1,47 45.732 2,91
2026-05-15 13F Fmr Llc 37.713 3,33 3.369 4,79
2026-04-21 13F Wedbush Securities Inc 12.980 6,32 1 0,00
2026-04-15 13F Dixon Fnancial Services, Inc. 2.903 0,42 259 1,97
2026-05-13 13F GSG Advisors LLC 19.303 1.724
2026-04-13 13F IFP Advisors, Inc 2.137 52,43 191 54,47
2026-05-07 13F Oak Barrel Wealth Advisory LLC 6.684 589
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 13.642 2,22 1.219 3,66
2026-04-27 13F Tsfg, Llc 416 0,48 0
2026-05-04 13F Savant Capital, LLC 3.396 303
2026-05-14 13F Allworth Financial LP 857 0,23 77 1,33
2026-05-15 13F TCG Advisory Services, LLC 4.047 362
2026-05-04 13F Flynn Zito Capital Management, Llc 16.235 5,29 1.450 6,77
2026-05-15 13F Jones Financial Companies Lllp 25.125 4,69 2.202 4,21
2026-04-21 13F Trilogy Capital Inc. 1.165.060 4,23 104.075 5,71
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 119.735 0,38 10.696 0,83
2026-05-15 13F Gateway Wealth Partners, LLC 10.836 157,63 968 161,62
2026-05-13 13F Lido Advisors, LLC 30.850 0,12 2.756 2,68
2026-05-12 13F Aspiriant, Llc 93.715 5,43 8.372 6,92
2026-05-13 13F O'shaughnessy Asset Management, Llc 8.923 139,09 797 142,99
2026-04-30 13F Beacon Financial Group 13.131 0,43 1.173 1,82
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 442 0,45 40 2,63
2026-04-29 13F Live Oak Investment Partners 7.364 11,21 658 12,69
2026-05-15 13F Goldman Sachs Group Inc 360.723 11,14 32.223 12,72
2026-05-12 13F Baker Avenue Asset Management, LP 2.750 246
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.789 160
2026-05-15 13F/A Studio Investment Management Llc 3.549 8,40 317 10,07
2026-04-08 13F Post Resch Tallon Group Inc. 7.265 1,40 651 3,01
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 13.952 2,65 1.246 4,09
2026-05-11 13F Wells Fargo & Company/mn 804.461 15,12 71.863 16,75
2026-05-11 13F Umb Bank N A/mo 4.446 397
2026-05-15 13F Evercore Wealth Management, LLC 1.046.430 1,22 93.478 2,65
2026-04-21 13F Powers Advisory Group, LLC 5.933 0,41 530 1,92
2026-05-15 13F Equitable Holdings, Inc. 106.068 14,76 9.345 14,79
2026-05-15 13F Morgan Stanley 2.870.177 0,31 256.393 1,74
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 218 0,46 19 0,00
2026-05-07 13F Northwestern Mutual Wealth Management Co 243.855 6,92 21.784 8,43
2026-04-28 13F PCG Wealth Advisors, LLC 2.709 10,62 242 12,56
2026-05-13 13F Philadelphia Trust Co 2.248 0
2026-05-15 13F Evergreen Wealth Solutions, LLC 3.989 356
2026-05-13 13F Ameritas Investment Partners, Inc. 1.161 104
2026-04-24 13F Private Advisor Group, LLC 285.986 9,44 25.547 11,00
2026-02-11 13F Parallel Advisors, LLC 15.270 0,05 1.345 1,28
2026-05-12 13F Summit Trail Advisors, Llc 5.500 491
2026-04-08 13F WealthCare Investment Partners, LLC 16.844 2,90 1.508 4,07
2026-04-07 13F Farther Finance Advisors, LLC 23.615 25,72 2.112 27,63
2026-05-04 13F Henderson Brothers Financial Partners, LLC 11.590 100,83 1.035 103,74
2026-05-18 13F Arkadios Wealth Advisors 126.091 566,51 11.264 576,05
2026-05-01 13F Mutual Advisors, LLC 3.350 0,09 299 1,70
2026-05-11 13F Citigroup Inc 26.004 8,23 2.323 9,74
2026-05-08 13F Vanguard Advisers Inc 801 72
2026-05-06 13F LPL Financial LLC 3.886.664 8,71 347.196 10,25
2026-05-05 13F Fisher Asset Management, LLC 7.641 683
2026-05-11 13F MCF Advisors LLC 11.453 110,03 1.023 113,13
2026-05-21 13F Vestor Capital, Llc 12.710 1.056,51 1 0,00
2026-05-05 13F NerdWallet Wealth Partners, LLC 235.046 5,76 20.997 7,42
2026-05-07 13F MONECO Advisors, LLC 11.300 5,04 1.009 6,55
2026-05-12 13F Resurgent Financial Advisors LLC 19.713 0,08 1.761 1,50
2026-05-08 13F Russell Investments Group, Ltd. 593 179,72 53 188,89
2026-05-12 13F Kingsview Wealth Management, LLC 5.079 0,36 454 1,80
2026-05-14 13F Hazlett, Burt & Watson, Inc. 5.081 0,16 0
2026-05-13 13F AE Wealth Management LLC 6.660 1,98 595 3,30
2026-05-06 13F Atlantic Trust, LLC 1.103 0,36 99 2,08
2026-04-30 13F Mosaic Family Wealth Partners, Llc 66.825 5.969
2026-04-10 13F GEM Asset Management, LLC 2.285 204
2026-05-07 13F Avidian Wealth Solutions, LLC 6.040 540
2026-04-16 13F Uhlmann Price Securities, Llc 23.294 0,34 2.081 1,76
2026-05-14 13F Gladstone Institutional Advisory LLC 58.791 5,03 5.252 6,51
2026-04-07 13F SMI Advisory Services, LLC 3.329 0,30 299 0,34
2026-05-15 13F Two Sigma Securities, Llc 2.280 204
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 30.328 2.709
2026-04-29 13F Stenger Family Office, LLC 50.569 4.517
2026-05-15 13F Bank Of America Corp /de/ 1.211.307 6,04 108.206 7,55
2026-05-05 13F D.a. Davidson & Co. 213.330 1,12 19.057 2,55
2026-05-06 13F Private Wealth Asset Management, LLC 294 26
2026-05-11 13F Options Solutions, Llc 10.494 0,06 937 1,52
2026-05-15 13F Warren Averett Asset Management, LLC 4.535 14,55 405 16,38
2026-04-07 13F Signaturefd, Llc 86 1,18 8 0,00
2026-05-11 13F COFG Advisors, LLC 2.249 201
2026-04-20 13F Tranquility Partners, LLC 16.034 6,69 1.432 8,24
2026-05-15 13F Quantinno Capital Management LP 6.465 6,16 578 7,65
2026-05-07 13F MidAtlantic Capital Management, Inc. 46.626 4,33 4.165 5,82
2026-05-01 13F Valmark Advisers, Inc. 6.707 15,94 599 17,68
2026-04-23 13F Etesian Wealth Advisors, Inc. 56.416 16,03 5.040 17,68
2026-02-17 13F Main Street Financial Solutions, LLC 192.406 2,00 16.947 3,23
2026-04-10 13F Impact Capital Partners LLC 5.834 521
2026-04-17 13F AdvisorNet Financial, Inc 130 0,78 12 0,00
2026-05-15 13F United Capital Financial Advisers, Llc 3.324 19,10 297 20,82
2026-04-30 13F Csenge Advisory Group 3.184 10,56 284 12,25
2026-04-17 13F United Advisor Group, LLC 122.029 0,70 10.901 2,13
2026-05-11 13F Savvy Advisors, Inc. 15.490 1.384
2026-04-20 13F Independent Wealth Network Inc. 17.873 14,56 1.597 16,16
2026-05-15 13F Ameriprise Financial Inc 1.919.734 8,07 171.490 9,61
2026-02-12 13F CIBC Private Wealth Group, LLC 5.808 512
2026-05-12 13F Rsm Us Wealth Management Llc 12.634 0,02 1.129 0,80
2026-05-14 13F Pinnacle Financial Partners, Inc. 28.093 3,17 2.511 4,67
2026-05-13 13F Kovitz Investment Group Partners, LLC 4.592 0,42 410 1,99
2026-05-15 13F MAI Capital Management 258.248 3,60 23.069 5,07
2026-04-30 13F Costello Asset Management, INC 2.646 186,98 236 191,36
2026-04-23 13F Summit Wealth Group Llc / Co 7.700 0,30 688 1,63
2026-04-10 13F Abound Wealth Management 2.625 234
2026-05-14 13F HighPoint Advisor Group LLC 9.545 12,29 853 13,90
2026-05-12 13F CIBC Bancorp USA Inc. 5.808 519
2026-05-12 13F Bnp Paribas Arbitrage, Sa 10 1
2026-04-14 13F Moller Financial Services 92.054 3,55 8.223 5,03
2026-05-15 13F Aqr Capital Management Llc 14.823 25,28 1.324 27,06
2026-05-15 13F Vertex Planning Partners, LLC 2.531 0,08 226 1,80
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 5.255 15,95 469 17,54
2026-05-05 13F truNorth Financial Services, Inc. 144.372 4,02 12.897 5,49
2026-05-01 13F Citizens Financial Group Inc/ri 3.608 0,08 322 1,58
2026-04-30 13F Kestra Advisory Services, LLC 242.960 21,68 21.704 23,41
2026-05-12 13F GGM Financials LLC 339 0,30 30 3,45
2026-04-27 13F Kelman-Lazarov, Inc. 3.857 0,13 345 1,47
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 38.252 35,06 3.420 37,13
2026-05-12 13F Marion Wealth Management 4.967 0,87 444 0,23
2026-05-13 13F Bank Of Montreal /can/ 1.805 0,11 161 1,90
2026-02-06 13F Global Retirement Partners, LLC 11.275 13,10 993 14,53
2026-05-05 13F Advisors Preferred, LLC 122.349 83,98 10.929 85,55
2026-05-08 13F SHP Wealth Management 6.789 1,04 606 2,54
2026-05-04 13F Chicago Partners Investment Group LLC 25.308 0,21 2.361 4,10
2026-04-21 13F Foster & Motley Inc 2.647 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 191.208 0,36 17.081 1,78
2026-05-11 13F Stonebrook Private Inc. 3.184 3,11 284 4,41
2026-04-16 13F Sheets Smith Wealth Management 3.593 0,06 321 1,27
2026-04-28 13F SBI Securities Co., Ltd. 3.241 4,51 290 5,86
2026-05-15 13F Advisory Services Network, LLC 32 3
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 753.581 4,36 67 6,35
2026-05-14 13F Renaissance Technologies Llc 7.200 46,94 643 49,19
2026-04-20 13F Eagle Strategies LLC 4.479 15,23 400 16,96
2026-05-01 13F Team Financial Group, LLC 22.547 0,67 2.014 2,13
2026-04-14 13F Nbc Securities, Inc. 8.032 209,88 717 214,47
2026-05-13 13F BlackRock, Inc. 17.247 8.882,81 1.541 9.525,00
2026-04-22 13F Harbor Asset Planning, Inc. 503 0,40 45 0,00
2026-05-07 13F Cassaday & Co Wealth Management LLC 1.878 168
2026-05-14 13F Bridgewater Advisors Inc. 2.112 200
2026-05-15 13F Harbour Investments, Inc. 13.640 173,02 1.218 176,82
2026-02-13 13F Colony Group, LLC 2.579.158 4,72 227.172 5,98
2026-05-15 13F Imprint Wealth LLC 7.833 66,38 700 68,84
2026-05-15 13F Kcm Investment Advisors Llc 17.273 0,41 1.543 1,85
2026-05-15 13F Cresset Asset Management, LLC 46.129 0,44 4.121 1,85
2026-05-08 13F Tfo-tdc, Llc 2.716 243
2026-04-27 13F Mosley Wealth Management 51 4
2026-04-14 13F Lee-Kelleher Wealth Management 384.193 3,30 34.320 4,77
2026-04-15 13F DAVENPORT & Co LLC 2.308 206
2026-05-12 13F Ameritas Advisory Services, LLC 2.893 0,14 258 1,57
2026-04-27 13F USAdvisors Wealth Management, LLC 2.629 0,31 0
2026-05-15 13F Larson Financial Group LLC 4.020 0,35 359 1,99
2026-04-14 13F Wealthcare Advisory Partners LLC 6.065 0,18 542 1,50
2026-05-15 13F Flow Traders U.s. Llc 21.946 194,74 2
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