Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree International SmallCap Dividend Fund eröffnet haben, gehören Wright Fund Managment, LLC, Towle & Co, Wealth Care LLC, Aqr Capital Management Llc, CIBC Bancorp USA Inc., TopTier Wealth Management, LLC, Cassaday & Co Wealth Management LLC, First Horizon Corp, Vanguard National Trust Co, SageView Advisory Group, LLC, Beacon Investment Advisory Services, Inc., 3 Factor Indexing, Llc, Ashton Thomas Private Wealth, LLC, Vanguard Advisers Inc, und POM Investment Strategies, LLC .
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 | WESCAP Management Group, Inc. | 60.393 | 1,25 | 4.922 | 1,86 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 14.121 | 4,52 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 3.293 | 0 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.200 | 15,79 | 179 | 16,99 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 21.382 | 12,30 | 1.732 | 173.100,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 15.263 | 2,71 | 1.244 | 3,33 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56.243 | 0,23 | 4.584 | 0,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.643 | 112,96 | 623 | 114,48 | ||||
| 2026-05-12 | 13F | Creative Planning | 40.363 | 2,31 | 3.290 | 2,94 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.433 | 9,51 | 280 | 10,28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 49.922 | 0,62 | 4.069 | 1,22 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.277 | 20,39 | 512 | 21,09 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 662 | 1,22 | 54 | 1,92 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3.839 | 11,50 | 313 | 12,23 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.256 | 77,27 | 510 | 78,60 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 12.299 | 41,76 | 1.020 | 45,16 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 13.314 | 0,57 | 1.085 | 1,21 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 5.401 | 440 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 24.077 | 13,06 | 1.962 | 13,74 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 53 | 4 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 448 | 37 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 52.823 | 36,85 | 4.305 | 37,72 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 891 | 73 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 854 | 70 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 50 | 4 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.819 | 138,84 | 311 | 141,09 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5.175 | 57,15 | 422 | 58,27 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 3.334 | 0,15 | 272 | -1,81 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11.373 | 927 | ||||||
| 2026-04-24 | 13F | Wealth Care LLC | 17.139 | 1.397 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 21.565 | 1,77 | 1.710 | -0,41 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 3.433 | 3,65 | 280 | 4,10 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 1.820 | 0,22 | 148 | 0,68 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 8.397 | 128,24 | 684 | 129,53 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 201 | 11,05 | 16 | 14,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 31.257 | 0,80 | 2.547 | 1,39 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 979 | 78,98 | 80 | 79,55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 563 | 46 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 70.662 | 6 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 24.284 | 526,52 | 1.979 | 532,27 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2.396 | 195 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 5.190 | 423 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3.127 | 4,23 | 255 | 4,53 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 57.731 | 2,39 | 4.705 | 3,02 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.023 | 165 | ||||||
| 2026-05-14 | 13F | Towle & Co | 17.456 | 1.423 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 500 | 41 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.487 | 203 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 100 | 8 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.038 | 0,05 | 329 | 0,92 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 6.497 | 530 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 10.641 | 1,32 | 867 | 2,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.816 | 487,70 | 148 | 512,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 17.968 | 0,79 | 1.464 | 1,39 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 35.591 | 2.901 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 82.305 | 3,90 | 6.708 | 4,52 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.743 | 5,26 | 222 | 7,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 23.079 | 2,61 | 1.881 | 3,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.798 | 3,38 | 301 | 1,01 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31.158 | 3,23 | 2.539 | 3,84 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 72 | 6 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19.715 | 16,93 | 1.607 | 17,66 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 12.166 | 2,88 | 986 | 2,93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 31.296 | 330,60 | 2.551 | 333,67 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 759 | 61 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 5.138 | 0,06 | 419 | 0,48 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.645 | 2,66 | 542 | 3,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.264 | 3.060,00 | 103 | 3.333,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 257.909 | 41,66 | 21.020 | 42,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 97.869 | 0,63 | 7.976 | 1,24 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4.674 | 36,79 | 381 | 37,68 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.773 | 226 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 211 | 9,33 | 17 | 13,33 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 25.215 | 2,39 | 2.055 | 3,01 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2.770 | 226 |
