Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. SmallCap Fund eröffnet haben, gehören Avidian Wealth Solutions, LLC, Dala Group, LLC, Western Wealth Management, LLC, Kestra Private Wealth Services, Llc, PlanVest Financial, Inc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.745 | 0,18 | 159 | 2,58 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 15.507 | 0,01 | 900 | |||||
| 2026-05-15 | 13F | Fmr Llc | 6.530 | 4,01 | 379 | 6,16 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 6.666 | 3,19 | 380 | 5,28 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6.528 | 0,08 | 379 | 1,89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6.213 | 0,02 | 361 | 1,98 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 7.054 | 0,07 | 409 | 2,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.946 | 113 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.720 | 89,30 | 390 | 93,07 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 4.870 | 16,51 | 312 | 31,65 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.825 | 57,94 | 628 | 61,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47.148 | 819,42 | 2.737 | 840,21 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 22.328 | 1,57 | 1.296 | 3,60 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8.498 | 1,61 | 493 | 3,57 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.356 | 0,07 | 79 | 1,30 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 594.789 | 2,52 | 34.527 | 4,53 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18 | 20,00 | 1 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 563 | 9,75 | 33 | 10,34 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 3.498 | 203 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.271 | 0,14 | 394 | 5,35 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 3.931 | 0,38 | 0 | |||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 9.571 | 4,32 | 1 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.469 | 64,23 | 1.051 | 67,36 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 10.915 | 0,12 | 634 | 2,10 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.737 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.264 | 5,39 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.896 | 981 | ||||||
| 2026-05-12 | 13F | Creative Planning | 26.080 | 0,82 | 1.514 | 2,79 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 46.878 | 1,60 | 2.721 | 3,62 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 282 | 16 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 539 | 0,19 | 31 | 3,33 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 61 | 3 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 19.183 | 0,07 | 1.114 | 2,02 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 5.250 | 0,21 | 305 | 2,01 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 288.039 | 1,42 | 16.720 | 3,41 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 56.017 | 4,29 | 3.252 | 6,35 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 34.578 | 0,00 | 2.009 | 2,03 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.665 | 21,89 | 95 | 23,38 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 190 | 42,86 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 75.635 | 17,09 | 4.391 | 19,39 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 13.974 | 3,50 | 811 | 5,60 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.339 | 310 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 173 | 30,08 | 10 | 42,86 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 28.163 | 12,16 | 1.605 | 11,54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 78.495 | 1,05 | 4.557 | 3,03 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 20.897 | 17,65 | 1.213 | 19,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 145.477 | 2,89 | 8.445 | 4,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 735.205 | 0,28 | 42.678 | 2,25 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.648 | 9,36 | 96 | 11,76 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.642 | 64,61 | 153 | 68,13 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.205 | 0,19 | 302 | 2,37 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 24.245 | 0,02 | 1.407 | 2,03 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 79.828 | 9,06 | 4.634 | 11,21 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 864 | 15,05 | 50 | 19,05 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 129.174 | 27,05 | 7.499 | 29,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 48.798 | 8,93 | 2.781 | 9,06 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.066 | 0,04 | 294 | 2,08 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 250 | 15 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.333 | 77 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 6.749 | 5,16 | 392 | 7,12 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.572 | 207 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 204.225 | 17,16 | 11.855 | 19,46 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 18.500 | 83,17 | 1.074 | 86,93 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4.380 | 254 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.222 | 11,84 | 240 | 14,29 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 124.150 | 142,51 | 7.207 | 147,29 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 8.008 | 464 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4.753 | 0,19 | 276 | 1,85 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 15.186 | 1.621,77 | 882 | 1.662,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.446 | 606 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 258 | 15 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15.051 | 0,15 | 874 | 2,11 |
