Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund eröffnet haben, gehören Hartland & Co., LLC, Tulsa Wealth Advisors, INC, Frazier Financial Advisors, LLC, Forum Finance Group S.A., Team Financial Group, LLC, Lloyd Advisory Services, LLC., Financial Consulate, Inc, Atlantic Union Bankshares Corp, und O'shaughnessy Asset Management, 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 | Stifel Financial Corp | 65.016 | 23,28 | 1.835 | 19,47 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 114 | 3 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 0 | 0 | ||||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 1.675 | 141,70 | 47 | 135,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9.001 | 4,05 | 254 | 0,79 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3.612 | 16,52 | 102 | 12,22 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 26.240 | 1.408,91 | 741 | 1.380,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 573 | 0,53 | 16 | 0,00 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 550.093 | 4,12 | 15.529 | 0,86 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 70.841 | 4,08 | 2.000 | 0,81 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25.009 | 102,53 | 706 | 96,66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 257.702 | 7.265,02 | 6.888 | 6.719,80 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 282.040 | 1,91 | 7.961 | -1,29 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 18.583 | 542 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 103.813 | 2,93 | 2.931 | -0,27 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.668 | 20,78 | 75 | 17,19 | ||||
| 2026-05-04 | 13F | Nwam Llc | 26.363 | 1,05 | 744 | -6,53 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.466 | 26,79 | 239 | 23,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25.624 | 16,66 | 1 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 94.069 | 0,71 | 2.656 | -2,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 109.272 | 6,80 | 3.085 | 3,46 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 913 | 26 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 111.618 | 160,40 | 3.253 | 325.100,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 23.102 | 125,47 | 652 | 118,79 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2.727 | 14,20 | 77 | 10,14 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.446 | 424,89 | 69 | 430,77 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 47.488 | 22,89 | 1.341 | 19,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 281.002 | 80,72 | 7.933 | 75,06 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1.680 | 47 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 400.322 | 381.159,05 | 11.301 | 376.600,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.000 | 113 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.009 | 24,57 | 28 | 21,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.621 | 144,72 | 74 | 135,48 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 71.882 | 43,53 | 2.029 | 39,07 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.425 | 495,65 | 97 | 500,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 351 | 82,81 | 10 | 80,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 672 | 19 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 51 | 1 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.444 | 71,09 | 42 | 75,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 26 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15.617 | 1,58 | 441 | -1,57 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 159.433 | 4,48 | 4.501 | 1,21 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 16.938 | 4,94 | 541 | 10,41 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 9.597 | 271 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 23.121 | 42,64 | 653 | 38,14 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.400 | 435 | ||||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 252.498 | 15,25 | 7.128 | 11,65 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.521 | 62,12 | 73 | 65,91 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 714.111 | 5,92 | 20.159 | 2,62 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 17.150 | 484 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 4.023 | 5,23 | 115 | 22,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 24.081 | 4,01 | 680 | 0,74 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 15.340 | 1,23 | 433 | -1,81 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.960 | 55 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.261 | 39,48 | 64 | 34,04 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1.864 | 0 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 227.079 | 18,56 | 6.410 | 14,85 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15.001 | 9,15 | 423 | 5,75 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 6.922 | 3,30 | 195 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 65.556 | 228,68 | 2 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 9.371 | 2,49 | 265 | -0,75 |
