Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i WisdomTree Trust - WisdomTree U.S. SmallCap Fund inkluderer FFOX - FundX Future Fund Opportunities ETF, Hartland & Co., LLC, og Exchange Traded Concepts, Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Capital Management Corp /va | 5 427 | 3,37 | 277 | 7,81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 118 | 81,54 | 6 | 100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 535 | 0,19 | 27 | 3,85 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 47 387 | 8,51 | 2 415 | 13,23 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 277 857 | 3,67 | 14 160 | 8,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 566,67 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 478 | 28,19 | 738 | 33,76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 10 080 | 0,24 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 24 222 | 0,04 | 1 234 | 4,40 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 144 551 | 7 366 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 200 | 61 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9 443 | 9,80 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 769 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 113 183 | 3,72 | 5 768 | 8,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 427 | 8,17 | 1 041 | 12,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 330 | 0,26 | 394 | 13,26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17 957 | 3,61 | 916 | 8,03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 12 836 | 0,10 | 654 | 4,47 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 15,96 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 125 | 2,26 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6 412 | 22,23 | 327 | 27,34 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 507 | 0,35 | 841 | 4,73 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 199 | 3,12 | 418 | 7,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 144 | 12,27 | 58 | 18,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46 487 | 6,99 | 2 369 | 11,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 510 962 | 7,63 | 26 039 | 12,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 795 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26 177 | 0,42 | 1 334 | 4,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 417 | 125,10 | 174 | 135,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 777 | 432,19 | 40 | 457,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 839 | 9,14 | 94 | 13,41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 158 | 57,39 | 365 | 63,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39 702 | 18,29 | 2 023 | 23,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 005 | 44,22 | 2 447 | 50,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 407 | 6,37 | 276 | 10,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 502 | 1,22 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 214 542 | 4 996,01 | 4 | −98,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 555 | 0,00 | 1 761 | 4,14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40 118 | 4,60 | 2 044 | 9,13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 078 | 55 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10 334 | 11,43 | 527 | 16,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 970 | 508 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 168 | 9 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64 768 | 5,03 | 3 301 | 9,60 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18 197 | 0,12 | 927 | 4,51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 638 | 16,00 | 33 | 28,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 375 | 0,02 | 580 | 4,32 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 8 079 | 0,90 | 412 | 5,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 821 | 22,90 | 42 | 28,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 751 | 38 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 124 571 | 73,19 | 6 348 | 80,75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 712 | 11,17 | 189 | 15,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 957 | 1,78 | 762 | 6,28 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7 803 | 0,01 | 398 | 4,20 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 38 586 | 17,54 | 1 993 | 24,03 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 669 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 908 | 0,03 | 301 | 4,51 |
