Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund eröffnet haben, gehören Mercer Global Advisors Inc /adv, Lido Advisors, LLC, Ubs Asset Management Americas Inc, Rossby Financial, LCC, und Simplex Trading, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Michels Family Financial, LLC | 44.656 | 1,34 | 1.803 | -0,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 530.055 | 0,35 | 21.398 | -1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 502.178 | 1,29 | 20.273 | -0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 221.797 | 0,66 | 8.954 | -1,42 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.164 | 47 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48.937 | 15,99 | 1.976 | 13,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.395 | 58 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18.544 | 7,73 | 749 | 5,50 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 27.925 | 0,57 | 1.127 | -1,49 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11.432 | 0,42 | 462 | -1,71 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 11.400 | 7,04 | 460 | 5,02 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.034 | 3,00 | 266 | 9,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 49.494 | 2,54 | 1.998 | 199.700,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 86.781 | 397,74 | 3.503 | 387,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 579 | 24 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.257 | 212 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20.754 | 838 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18.326 | 51,04 | 740 | 47,80 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 173.366 | 4,20 | 6.999 | 2,04 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 20.148 | 13,97 | 813 | 11,68 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.790 | 234 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.446 | 32,37 | 292 | 26,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 462.832 | 2,35 | 18.685 | 0,24 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 46.848 | 2,38 | 1.891 | 0,27 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1.401 | 21,93 | 57 | 16,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 204.780 | 6,17 | 7.976 | 0,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.243.726 | 0,55 | 50.209 | -1,53 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 17.608 | 4,15 | 1 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 59.333 | 2,11 | 2.395 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 116.835 | 78,82 | 4.717 | 75,12 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 2 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 202 | 8 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.431 | 34,94 | 340 | 32,30 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 10.381 | 0,05 | 419 | -1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 34.112 | 8,05 | 1.377 | 5,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 45.089 | 0,10 | 1.820 | -1,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.153 | 127 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.756 | 232 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 37.460 | 2 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 24.722 | 2,53 | 998 | 0,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56.808 | 1,63 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.219 | 211 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51.503 | 3,09 | 2.079 | 0,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29.378 | 9,64 | 1.186 | 7,34 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5.288 | 0,23 | 213 | -1,84 |
