Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em WisdomTree Trust - WisdomTree U.S. Efficient Core Fund incluem XY Planning Network, Inc., Quotient Wealth Partners, LLC, Inspire Advisors, LLC, Regions Financial Corp, United Capital Financial Advisers, Llc, Vanguard Advisers Inc, Abound Wealth Management, e Longview Financial Advisors, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 439 | 527.14 | 23 | 633.33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 70,136 | 41.98 | 3,559 | 31.44 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 108 | 6 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6,082 | 317 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 4,591 | 0.88 | 239 | -4.02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 350,975 | 4.76 | 18,303 | -0.32 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 253,846 | 4.36 | 13,238 | -0.71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10,561 | 48.27 | 551 | 41.03 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 13,118 | 46.95 | 684 | 39.88 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 14,453 | 16.42 | 754 | 10.74 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4,849 | 0.27 | 253 | -4.91 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 589 | 31 | ||||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 33,058 | 0.29 | 1,724 | -4.60 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 14,733 | 0.16 | 768 | -4.71 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 134,234 | 62.12 | 7,000 | 54.25 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 39,853 | 6.14 | 2,078 | 1.02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9,293 | 12.00 | 485 | 6.61 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 442,988 | 3.38 | 23,102 | -1.64 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11,975 | 0.66 | 624 | -5.45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 12,810 | 0.29 | 668 | -4.57 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2,619 | 137 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28,842 | 4.12 | 1,504 | -0.92 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 29,404 | 6.96 | 1,533 | 1.79 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 13,222 | 690 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 161 | 96.34 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 600 | 31 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 75,758 | 11.05 | 3,951 | 5.64 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,738 | 1.34 | 91 | -3.23 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17,515 | 917 | ||||||
| 2026-04-21 | 13F | WJ Interests, LLC | 494,002 | 6.51 | 25,762 | 1.34 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5,357 | 2.23 | 279 | -2.79 | ||||
| 2026-05-12 | 13F | Creative Planning | 5,881 | 307 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 563,758 | 0.32 | 29,400 | -4.55 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 988,091 | 5.94 | 51,529 | 0.80 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4,625 | 241 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10,509 | 0.56 | 548 | -4.20 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 37,569 | 2.71 | 1,959 | -2.25 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4,097 | 0.24 | 214 | -4.91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 19,121 | 8.22 | 997 | 3.00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4,395 | 229 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4,131 | 2.13 | 215 | -2.71 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74,814 | 3,902 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,352 | 0.22 | 74 | 2.78 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 473 | 0.21 | 25 | -4.00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4,151 | 7.79 | 216 | 2.37 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 4,289 | 7.28 | 224 | 1.83 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1,410,617 | 2.31 | 73,564 | 97,984.00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 84,855 | 5.31 | 4,425 | 0.20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1,459 | 76 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 508,357 | 4.10 | 26,511 | -0.95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16,179 | 844 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9,307 | 485 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 405 | 0.25 | 21 | -4.55 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1,296,573 | 100.68 | 69,335 | 95.79 |
