Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. LargeCap Fund inkluderar Systelligence, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, WealthPlan Investment Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Centaurus Financial, Inc., GWM Advisors LLC, Focus Financial Network, Inc., Swmg, Llc, Mutual Advisors, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, First Trust Advisors Lp, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, och SRS Capital Advisors, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 237 | 0,21 | 1 725 | 12,38 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 810 | 3,89 | 308 | 12,04 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 69 955 | 7,12 | 4 478 | 15,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 615 | 2,44 | 1 599 | 12,22 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 824 | 245 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 74 018 | 7,42 | 4 738 | 15,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 722 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 139 475 | 0,02 | 8 925 | 7,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 678 | 2,01 | 876 | 10,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 132 | 2,33 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 82 899 | 0,90 | 5 306 | 8,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138 096 | 4,61 | 8 840 | 12,96 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 61 | 4 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 10 956 | 0,37 | 701 | 8,35 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 105 | 0,96 | 0 | |||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 526 | 34 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 543 | 19,74 | 227 | 29,14 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 792 460 | 1,78 | 50 725 | 9,90 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 26 464 | 1 694 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 445 451 | 5,27 | 28 513 | 13,67 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 225 | 0,84 | 462 | 8,96 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 277 453 | 15,11 | 17 760 | 20,43 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 41 934 | 94,91 | 2 684 | 120,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 146 | 42,70 | 1 285 | 54,51 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 480 | 0,42 | 31 | 7,14 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 4 476 | 295 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 52 775 | 3,19 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 209 | 29,03 | 589 | 39,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 754 | 0,16 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 718 | 238 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 3 194 | 204 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 9 001 | 0,01 | 574 | 7,50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 506 | 0,14 | 544 | 8,15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22 806 | 76,39 | 1 460 | 90,47 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 28 537 | 1 827 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 278 743 | 13,04 | 81 852 | 22,06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 050 | 267 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 019 | 256,60 | 1 601 | 285,78 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 182 | 0,33 | 332 | 8,17 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 140 061 | 8 965 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 227 | 3,48 | 463 | 11,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34 195 | 16,11 | 2 189 | 25,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 777 | 6,07 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 110 | 19,47 | 1 351 | 24,98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 27 144 | 5,23 | 1 737 | 13,60 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 111 186 | 7 117 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 690 | 428 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 54 400 | 3 482 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 7 317 | 468 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 109 748 | 16,42 | 7 025 | 25,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 212 | 27,21 | 2 702 | 37,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 93 914 | 0,00 | 6 011 | 7,98 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 87 260 | 9,59 | 5 586 | 18,33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 563 | 1 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 451 840 | 5,96 | 28 922 | 14,41 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 98 447 | 2,21 | 6 302 | 10,37 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 23 947 | 1 533 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 428 | 2 957,14 | 27 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 788 | 306 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 10 914 | 0,01 | 699 | 8,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47 945 | 13,58 | 3 069 | 22,62 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 52 505 | 3 361 | ||||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 8 954 | 0,27 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 240 188 | 8,62 | 15 374 | 17,29 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8 167 | 5,18 | 523 | 13,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 78 849 | 191,95 | 5 047 | 215,24 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 394 | 100,00 | 473 | 115,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 640 | 60,00 | 41 | 73,91 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 920 | 251 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 882 | 0,05 | 120 | 11,11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 561 | 1,40 | 228 | 9,13 |
