Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. MidCap Fund eröffnet haben, gehören Roan Capital Partners, Resources Investment Advisors, LLC., RTD Financial Advisors, Inc., Colonial River Wealth Management, LLC, Neuberger Berman Group LLC, Ascension Capital Advisors, Inc., Tiaa-cref Individual & Institutional Services, Llc, Cassaday & Co Wealth Management LLC, TIAA Wealth Investment Management LLC, Gill Capital Partners, Llc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 2.388 | 0,21 | 161 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 68 | 5 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 7.060 | 0,24 | 505 | 2,86 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 191.663 | 3,94 | 12.884 | 4,60 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.167 | 649,83 | 146 | 668,42 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 3.420 | 230 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.135 | 144 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7.311 | 0,01 | 491 | 0,61 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 40.116 | 2.697 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 9.610 | 0,02 | 646 | 0,62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.992 | 8,98 | 268 | 9,84 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 99.591 | 1,16 | 6.694 | 1,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 32.465 | 7,99 | 2.182 | 8,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4.228 | 2,50 | 284 | 3,27 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 438.925 | 17,07 | 29.505 | 17,80 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 89.563 | 26,81 | 6.020 | 22,08 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.790 | 322 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 773 | 53,37 | 52 | 54,55 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 15.620 | 10,91 | 1.050 | 11,60 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.170 | 34,71 | 549 | 35,56 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 8.173 | 0,25 | 549 | 0,92 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 429.148 | 72,02 | 28.847 | 73,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 13.918 | 15,98 | 936 | 16,73 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 162 | 11 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 262.309 | 2,68 | 17.632 | 3,32 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 44.028 | 2.960 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 34.489 | 13,31 | 2.319 | 14,02 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24.519 | 18,02 | 1.648 | 18,82 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 29.916 | 2,09 | 2.011 | 2,71 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4.900 | 6,06 | 329 | 6,82 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.927 | 1,49 | 466 | 2,20 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.527 | 0,86 | 0 | |||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 36.878 | 1,27 | 2.569 | 1,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8.875 | 0,26 | 601 | -1,64 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 115.106 | 25,59 | 7.737 | 26,38 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 47.274 | 4,48 | 3.178 | 5,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 104.497 | 0,13 | 7.024 | 0,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 117 | 8 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10.945 | 0,46 | 736 | 1,10 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.300 | 222 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 110 | 7 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 24.745 | 0,00 | 1.663 | 0,67 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 150 | 10 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.354 | 18,56 | 221 | 17,55 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14.594 | 6,44 | 981 | 7,21 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3.536 | 0,28 | 238 | 0,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 459.906 | 0,14 | 30.915 | 0,77 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 56.894 | 16,04 | 3.824 | 16,76 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 744 | 50 | ||||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 4.560 | 307 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 43.466 | 23,00 | 2.922 | 23,77 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 54.405 | 13,59 | 3.652 | 14,30 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.837 | 8,64 | 258 | 9,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.221 | 217 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 175.021 | 0,80 | 11.765 | 1,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152.224 | 15,30 | 10.232 | 16,02 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 10.446 | 0,20 | 1 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.114 | 75 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6.393 | 0,27 | 430 | 0,94 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 722.893 | 16,66 | 48.593 | 17,39 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 30.490 | 2.050 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 19.377 | 2.583,80 | 1.303 | 2.612,50 |
