Kurumsal ve Fon Mülkiyet - Alıcılar
WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fundda yeni pozisyon açan başlıca sahipler arasında şunlar bulunmaktadır: Bank Of Nova Scotia, Dickmeyer Boyce Financial Management, Inc., Ubs Asset Management Americas Inc, Avidian Wealth Solutions, LLC, Redwood Family Wealth LLC, Savant Capital, LLC, MWA Asset Management, Vanguard Advisers Inc, BlackRock, Inc., Trust Co Of Vermont, ve Sofos Investments, Inc. .
Bu sayfa, son raporlama döneminde varlıklarını artıran veya yeni pozisyon açan kurumları, fonları ve büyük hissedarları listeleyerek mülkiyet yapısındaki değişiklikleri gösterir. Yeşil satırlar yeni pozisyonları gösterir. Tam işlem geçmişini görmek için simgeye Bağlantıya tıklayınız.
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| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Bank Of Nova Scotia | 84.430 | 4.471 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 106.269 | 6,40 | 5.628 | 13,56 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 192 | 10 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 299 | 0,34 | 16 | 7,14 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 4.579 | 242 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14.907 | 789 | ||||||
| 2026-05-07 | 13F | MWA Asset Management | 3.152 | 612 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 521.238 | 16,74 | 27.604 | 24,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4.556 | 241 | 460,47 | |||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 6.779 | 0,36 | 359 | 7,16 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.848 | 16,23 | 98 | 24,36 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6.199 | 2,60 | 328 | 9,70 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 9.052 | 3,11 | 501 | 14,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.020 | 21,57 | 425 | 29,66 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 248 | 406,12 | 13 | 550,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 558.856 | 2,14 | 29.596 | 9,02 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 18.659 | 113,49 | 988 | 128,18 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 11.711 | 2,42 | 668 | 9,88 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 7.305 | 0,63 | 387 | 7,22 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 36.014 | 6,22 | 1.907 | 13,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 100 | 5 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.832 | 203 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.702 | 6,25 | 1 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.253 | 384 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 281.579 | 8,05 | 14.912 | 15,32 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 95.245 | 2,57 | 5.044 | 9,46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.233 | 17,68 | 436 | 25,36 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14.185 | 23,33 | 751 | 31,75 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 8.582 | 0,35 | 454 | 7,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.233 | 232,27 | 171 | 256,25 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 28.328 | 19,48 | 1.500 | 27,55 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 36.918 | 1.955 | ||||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 144.094 | 4,81 | 8 | 16,67 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 3.936 | 208 | ||||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 6.102 | 23,12 | 323 | 31,84 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9.101 | 482 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 94.025 | 23,23 | 5.007 | 32,26 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 42.315 | 2.241 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 13.144 | 696 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 7 | 0 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 62 | 16,98 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 51 | 3 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.411 | 0,21 | 75 | 7,25 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 628 | 33 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 88 | 100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.035 | 55 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.020 | 8,84 | 368 | 14,69 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 220 | 12 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 124.667 | 2,57 | 6.602 | 9,49 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 29.496 | 0,46 | 1.562 | 7,28 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 54.356 | 22,89 | 2.879 | 31,18 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 8.868 | 8,24 | 470 | 15,52 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9.826 | 520 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 10.225 | 2,20 | 541 | 9,07 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 29.100 | 1.541 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.278 | 0,05 | 332 | 6,75 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 103.184 | 10,21 | 5.464 | 17,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 28.669 | 11,13 | 1.518 | 18,59 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.316 | 6,62 | 652 | 13,79 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.330 | 101,74 | 441 | 116,18 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 16.225 | 1,25 | 859 | 8,05 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 15.993 | 9,56 | 836 | 15,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6.034 | 15,99 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 25.804 | 4,31 | 1.368 | 10,42 |
