Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. LargeCap Fund eröffnet haben, gehören Towle & Co, Daymark Wealth Partners, Llc, Ubs Asset Management Americas Inc, Aqr Capital Management Llc, Investment Partners Asset Management, Inc., Truist Financial Corp, Belpointe Asset Management LLC, Wedbush Securities Inc, Ashton Thomas Securities, Llc, Mosaic Family Wealth Partners, Llc, Luts & Greenleigh Group, Inc, Johnson Investment Counsel Inc, Farther Finance Advisors, LLC, Signal Advisors Wealth, LLC, Beacon Investment Advisory Services, Inc., Meramec Financial Planners, LLC, Bessemer Group Inc, Vanguard Advisers Inc, und Franklin Resources 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Essential Planning, LLC. | 10.425 | 0,01 | 710 | -3,79 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 32.818 | 85,30 | 2.385 | 86,54 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 50 | 3 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 585 | 40 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 365 | 0 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 27.967 | 0,78 | 1.982 | 3,55 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 390 | 29 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 96.254 | 34,79 | 6.556 | 29,62 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 6.372 | 434 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 99.590 | 0,82 | 6.783 | -3,09 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.249 | 221 | ||||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 8.758 | 0,01 | 597 | -3,87 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.284 | 225 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.425 | 233 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.011 | 69 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.854 | 331 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.300 | 1,13 | 293 | -2,99 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 8.637 | 588 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 6.869 | 0,35 | 468 | -5,08 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.709 | 0 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26.128 | 0,76 | 1.780 | -3,16 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 71.847 | 14,29 | 4.893 | 9,86 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5.388 | 367 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 5.659 | 404 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.512.378 | 5,58 | 103.008 | 1,49 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 6.495 | 66,67 | 442 | 60,14 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 23.399 | 1.594 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 8.703 | 0,12 | 593 | -3,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 281.211 | 13,63 | 19.153 | 9,22 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4.380 | 298 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 286.548 | 3,80 | 19.517 | -0,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4.041 | 6,40 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.581 | 26,32 | 380 | 21,41 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3.485 | 237 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 450.773 | 0,72 | 30.702 | -3,19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 465.565 | 7,34 | 31.710 | 105.596,67 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8.812 | 1,86 | 600 | -1,96 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 15.124 | 57,07 | 1.030 | 51,03 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 105 | 7 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 231 | 9,48 | 16 | 7,14 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 191.968 | 13.075 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 10.948 | 0,30 | 746 | -3,62 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 6.420 | 0,20 | 437 | -3,74 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.170 | 20,76 | 235 | -3,69 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.950 | 133 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 79.356 | 3,66 | 5.405 | -0,37 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 50.379 | 7,12 | 3.341 | 0,24 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.043 | 275 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 188 | 95,83 | 0 | |||||
| 2026-05-14 | 13F | Towle & Co | 38.806 | 2.643 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 41.932 | 342,27 | 2.856 | 325,63 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 459.137 | 96,81 | 31.272 | 89,17 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.477 | 441 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.526 | 308 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 21.670 | 68,05 | 1.476 | 61,56 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 64.730 | 8,11 | 4.409 | 3,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 196.817 | 3,68 | 13.405 | -0,34 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 75.680 | 24,14 | 5.155 | 19,33 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 139 | 9 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 3.460 | 236 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 167.727 | 21,44 | 11.107 | 13,48 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 8.136 | 0,09 | 554 | -3,82 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 693.592 | 5,29 | 47.241 | 1,21 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9 | 1 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 17.700 | 4,44 | 1.206 | 0,42 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 14.345 | 17,57 | 977 | 13,08 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 262.448 | 4,03 | 17.875 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 87.360 | 2,98 | 5.950 | -1,01 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 21.044 | 1.433 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14.060 | 135,75 | 958 | 126,78 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 660.022 | 7,94 | 44.954 | 3,75 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5.267 | 0,98 | 359 | -2,98 |
