Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Multifactor Fund inkluderar Systelligence, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Cwm, Llc, IHT Wealth Management, LLC, Centaurus Financial, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Thoroughbred Financial Services, Llc, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, och Kilter Group LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5 486 | 281 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 666 | 700 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 7 332 | 0,21 | 376 | 3,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 870 | 144,26 | 1 531 | 152,64 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 745 | 89 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 718 | 88 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 997 | 512 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 834 | 15,51 | 43 | 20,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 428 | 0 | ||||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35 107 | 1 799 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 197 931 | 4,61 | 10 145 | 8,06 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 591 | 184 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 301 | 96,80 | 1 912 | 103,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 30 626 | 2 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 89 686 | 4 597 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 229 503 | 11 764 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 495 | 4 025,00 | 25 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 319 821 | 0,60 | 67 650 | 3,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 110 206 | 23,58 | 5 649 | 27,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 813 | 1,05 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 398 432 | 6,03 | 20 422 | 9,53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 96 506 | 573,64 | 4 947 | 596,62 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 93 888 | 4 812 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 81 724 | 108 865,33 | 4 189 | 139 500,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78 493 | 670,22 | 4 023 | 696,63 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 675 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 531 185 | 8,30 | 27 227 | 11,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 370 | 275 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 161 567 | 14,92 | 8 281 | 18,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 119 | 378,36 | 1 185 | 395,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55 815 | 19,12 | 2 861 | 23,06 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 105 302 | 22,89 | 5 282 | 23,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423 772 | 1,64 | 21 721 | 4,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38 224 | 12,48 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 421 751 | 9,75 | 21 618 | 13,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 540 | 0,22 | 596 | 4,38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 848 | 300 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102 226 | 16,04 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 060 | 0,33 | 567 | 3,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72 342 | 12,70 | 3 708 | 16,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19 018 | 8,28 | 975 | 11,83 |
