Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em WisdomTree Trust - WisdomTree U.S. MidCap Fund incluem 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, e Vanguard Advisers Inc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
